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

TrueWealth Financial 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 		$8.04M Sell
160,076
-1,854
-1% -$93.2K 3.32% 13
2026
Q1 		$8.09M Buy
+161,930
New +$8.05M 3.22% 13
2025
Q4 		– Sell
-146,211
Closed -$7.4M – 72
2025
Q3 		$7.4M Sell
146,211
-35,881
-20% -$1.81M 3.78% 12
2025
Q2 		$9.15M Sell
182,092
-2,063
-1% -$103K 5.05% 8
2025
Q1 		$9.19M Sell
184,155
-469
-0.3% -$23K 5.55% 9
2024
Q4 		$8.94M Sell
184,624
-149
-0.1% -$7.28K 5.55% 11
2024
Q3 		$9.11M Buy
184,773
+25,282
+16% +$1.23M 5.48% 11
2024
Q2 		$7.74M Buy
159,491
+14,176
+10% +$682K 5% 11
2024
Q1 		$6.96M Buy
145,315
+3,842
+3% +$183K 4.88% 11
2023
Q4 		$6.72M Buy
141,473
+1,071
+0.8% +$50.7K 5.1% 11
2023
Q3 		$6.64M Buy
140,402
+3,240
+2% +$153K 5.46% 10
2023
Q2 		$6.5M Buy
137,162
+4,291
+3% +$205K 5.38% 10
2023
Q1 		$6.35M Buy
132,871
+14,785
+13% +$696K 5.48% 10
2022
Q4 		$5.52M Buy
118,086
+2,898
+3% +$138K 5.35% 10
2022
Q3 		$5.54M Buy
115,188
+4,487
+4% +$222K 6.02% 9
2022
Q2 		$5.55M Buy
110,701
+5,211
+5% +$264K 5.82% 9
2022
Q1 		$5.4M Buy
105,490
+1,364
+1% +$70K 5.19% 9
2021
Q4 		$5.35M Buy
+104,126
New +$5.42M 5.23% 10

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

TrueWealth Financial Partners's VTIP Position: Q2 2026 in Review

TrueWealth Financial Partners reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.1% in Q2 2026, selling an estimated $93.2K and leaving 160,076 shares worth $8.04M. The position accounts for 3.32% of the portfolio, ranked #13.

TrueWealth Financial Partners first reported a position in VTIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.19M in Q1 2025. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • TrueWealth Financial Partners held 160,076 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.04M as of Q2 2026.
  • TrueWealth Financial Partners sold 1,854 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $93.2K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.32% of TrueWealth Financial Partners's portfolio in Q2 2026, its #13 holding.
  • TrueWealth Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 18 quarters since.
  • TrueWealth Financial Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.19M in Q1 2025.
  • 945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.