Twin Peaks Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Twin Peaks Wealth 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	–	Sell	-380	Closed	-$19K	–	2169
2026 Q1	$19K	Buy	+380	New	+$18.9K	﹤0.01%	743
2025 Q3	–	Sell	-481	Closed	-$24.2K	–	2095
2025 Q2	$24.2K	Buy	+481	New	+$24K	0.01%	539

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

Twin Peaks Wealth Advisors's VTIP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 380 shares — an estimated $19K sold.

Twin Peaks Wealth Advisors first reported a position in VTIP in Q2 2025 and held it in 2 quarters. The position peaked at $24.2K in Q2 2025. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 380 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $19K.
Twin Peaks Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $24.2K in Q2 2025.
946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.