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

Unify 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 		$365K Buy
+7,259
New +$365K 0.34% 64

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

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

Unify Financial Advisors opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 7,259 shares worth $365K. The stake represents 0.34% of the portfolio and ranks #64 among its holdings.

283 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Unify Financial Advisors held 7,259 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $365K as of Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Unify Financial Advisors position in Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.34% of Unify Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • 283 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.