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 Q2	$233K	Buy	+4,698	New	+$236K	0.01%	503
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 $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

Triad Wealth Partners's VTIP Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 4,698 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in VTIP as recently as Q4 2025.

Triad Wealth Partners first reported a position in VTIP in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.99M in Q3 2025. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Triad Wealth Partners held 4,698 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $233K as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Triad Wealth Partners position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #503 holding.
Triad Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 5 quarters since.
Triad Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.99M in Q3 2025.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.