UAG
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United Advisor Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

United Advisor Group’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 		$490K Buy
9,754
+726
+8% +$36.5K 0.05% 321
2026
Q1 		$451K Sell
9,028
-7,113
-44% -$354K 0.06% 313
2025
Q4 		$798K Buy
16,141
+1,840
+13% +$92K 0.1% 211
2025
Q3 		$724K Sell
14,301
-1,086
-7% -$54.7K 0.1% 214
2025
Q2 		$773K Buy
+15,387
New +$768K 0.13% 161

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

United Advisor Group's VTIP Position: Q2 2026 in Review

United Advisor Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8% in Q2 2026, buying an estimated $36.5K and bringing the position to 9,754 shares worth $490K. The position accounts for 0.05% of the portfolio, ranked #321.

United Advisor Group first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $798K in Q4 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • United Advisor Group held 9,754 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $490K as of Q2 2026.
  • United Advisor Group bought 726 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $36.5K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #321 holding.
  • United Advisor Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 5 quarters since.
  • United Advisor Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $798K in Q4 2025.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.