Triad Wealth Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Triad Wealth Partners’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 Q1	–	Sell	-43,217	Closed	-$2.14M	–	518
2025 Q4	$2.14M	Sell	43,217 -15,914	-27%	-$796K	0.2%	84
2025 Q3	$2.99M	Buy	59,131 +7,144	+14%	+$360K	0.39%	54
2025 Q2	$2.61M	Buy	+51,987	New	+$2.6M	0.53%	39
2024 Q3	–	Sell	-96	Closed	-$4.66K	–	915
2024 Q2	$4.66K	Buy	+96	New	+$4.62K	﹤0.01%	589

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Triad Wealth Partners's VTIP Position: Q1 2026 in Review

Triad Wealth Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 43,217 shares — an estimated $2.14M sold.

Triad Wealth Partners first reported a position in VTIP in Q2 2024 and held it in 4 quarters. The position peaked at $2.99M in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Triad Wealth Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
Triad Wealth Partners sold 43,217 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $2.14M.
Triad Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and held it in 4 quarters.
Triad Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.99M in Q3 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.