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

TrustWell Financial Advisors’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	$399K	Buy	7,944 +2	+0%	+$101	0.34%	51
2026 Q1	$397K	Hold	7,942	–	–	0.37%	52
2025 Q4	$393K	Buy	+7,942	New	+$397K	0.38%	49

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

TrustWell Financial Advisors's VTIP Position: Q2 2026 in Review

TrustWell Financial Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.03% in Q2 2026, buying an estimated $101 and bringing the position to 7,944 shares worth $399K. The position accounts for 0.34% of the portfolio, ranked #51.

TrustWell Financial Advisors first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

TrustWell Financial Advisors held 7,944 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $399K as of Q2 2026.
TrustWell Financial Advisors bought 2 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $101.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.34% of TrustWell Financial Advisors's portfolio in Q2 2026, its #51 holding.
TrustWell Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.