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

VERITY 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	$342K	Buy	6,801 +2,562	+60%	+$129K	0.21%	60
2026 Q1	$212K	Hold	4,239	–	–	0.14%	77
2025 Q4	$210K	Hold	4,239	–	–	0.13%	80
2025 Q3	$215K	Hold	4,239	–	–	0.14%	75
2025 Q2	$213K	Hold	4,239	–	–	0.14%	75
2025 Q1	$212K	Hold	4,239	–	–	0.16%	72
2024 Q4	$205K	Hold	4,239	–	–	0.15%	72
2024 Q3	$209K	Hold	4,239	–	–	0.15%	72
2024 Q2	$206K	Hold	4,239	–	–	0.15%	72
2024 Q1	$203K	Hold	4,239	–	–	0.16%	73
2023 Q4	$201K	Sell	4,239 -3,710	-47%	-$176K	0.17%	70
2023 Q3	$376K	Hold	7,949	–	–	0.35%	49
2023 Q2	$377K	Hold	7,949	–	–	0.34%	53
2023 Q1	$380K	Hold	7,949	–	–	0.35%	55
2022 Q4	$371K	Hold	7,949	–	–	0.36%	54
2022 Q3	$382K	Buy	7,949 +1,320	+20%	+$65.4K	0.39%	49
2022 Q2	$332K	Buy	6,629 +2,440	+58%	+$123K	0.32%	52
2022 Q1	$215K	Hold	4,189	–	–	0.19%	63
2021 Q4	$215K	Buy	+4,189	New	+$218K	0.18%	65
2020 Q1	–	Sell	-9,570	Closed	-$472K	–	49
2019 Q4	$472K	Buy	9,570 +42	+0.4%	+$2.07K	0.45%	36
2019 Q3	$467K	Buy	9,528 +53	+0.6%	+$2.62K	0.46%	35
2019 Q2	$467K	Buy	9,475 +22	+0.2%	+$1.08K	0.46%	35
2019 Q1	$460K	Sell	9,453 -490	-5%	-$23.7K	0.47%	36
2018 Q4	$476K	Buy	+9,943	New	+$478K	0.55%	33

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

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

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

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

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

VERITY Wealth Advisors's VTIP Position: Q2 2026 in Review

VERITY Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 60% in Q2 2026, buying an estimated $129K and bringing the position to 6,801 shares worth $342K. The position accounts for 0.21% of the portfolio, ranked #60.

VERITY Wealth Advisors first reported a position in VTIP in Q4 2018 and has held it in 24 quarters since. The position peaked at $476K in Q4 2018. 263 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

VERITY Wealth Advisors held 6,801 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $342K as of Q2 2026.
VERITY Wealth Advisors bought 2,562 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $129K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.21% of VERITY Wealth Advisors's portfolio in Q2 2026, its #60 holding.
VERITY Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 24 quarters since.
VERITY Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $476K in Q4 2018.
263 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.