Synergy Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Synergy Asset Management’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$283K	Sell	5,629 -7,332	-57%	-$369K	0.03%	219
2026 Q1	$647K	Buy	12,961 +3,315	+34%	+$165K	0.07%	137
2025 Q4	$477K	Buy	9,646 +1,358	+16%	+$67.9K	0.05%	132
2025 Q3	$420K	Buy	+8,288	New	+$417K	0.02%	205
2025 Q1	–	Sell	-300	Closed	-$14.8K	–	848
2024 Q4	$14.8K	Buy	+300	New	+$14.7K	﹤0.01%	405

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Synergy Asset Management's VTIP Position: Q2 2026 in Review

Synergy Asset Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 57% in Q2 2026, selling an estimated $369K and leaving 5,629 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #219.

Synergy Asset Management first reported a position in VTIP in Q4 2024 and has held it in 5 quarters since. The position peaked at $647K in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Synergy Asset Management held 5,629 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $283K as of Q2 2026.
Synergy Asset Management sold 7,332 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $369K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #219 holding.
Synergy Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 5 quarters since.
Synergy Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $647K in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.