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

Verus Financial Partners’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	$14.4M	Buy	286,832 +2,350	+0.8%	+$118K	1.23%	15
2026 Q1	$14.3M	Buy	284,482 +7,007	+3%	+$348K	1.28%	15
2025 Q4	$13.7M	Buy	+277,475	New	+$13.9M	1.26%	15
2024 Q3	–	Sell	-5,734	Closed	-$278K	–	103
2024 Q2	$278K	Sell	5,734 -945	-14%	-$45.4K	0.03%	81
2024 Q1	$320K	Sell	6,679 -3,318	-33%	-$158K	0.04%	74
2023 Q4	$475K	Sell	9,997 -6,375	-39%	-$302K	0.06%	54
2023 Q3	$771K	Sell	16,372 -24,287	-60%	-$1.15M	0.1%	38
2023 Q2	$1.92M	Sell	40,659 -40,548	-50%	-$1.93M	0.24%	26
2023 Q1	$3.9M	Sell	81,207 -65,805	-45%	-$3.1M	0.53%	19
2022 Q4	$6.92M	Sell	147,012 -309,546	-68%	-$14.7M	0.95%	16
2022 Q3	$21.7M	Sell	456,558 -64,121	-12%	-$3.18M	3.29%	12
2022 Q2	$25.9M	Sell	520,679 -7,373	-1%	-$373K	3.71%	11
2022 Q1	$26.7M	Buy	528,052 +10,075	+2%	+$517K	3.79%	11
2021 Q4	$26.6M	Buy	517,977 +19,425	+4%	+$1.01M	3.52%	11
2021 Q3	$25.8M	Buy	498,552 +234,605	+89%	+$12.3M	3.87%	10
2021 Q2	$13.8M	Buy	263,947 +17,621	+7%	+$918K	2.1%	10
2021 Q1	$12.7M	Buy	+246,326	New	+$12.7M	2.01%	10

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Verus Financial Partners's VTIP Position: Q2 2026 in Review

Verus Financial Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.83% in Q2 2026, buying an estimated $118K and bringing the position to 286,832 shares worth $14.4M. The position accounts for 1.23% of the portfolio, ranked #15.

Verus Financial Partners first reported a position in VTIP in Q1 2021 and has held it in 17 quarters since. The position peaked at $26.7M in Q1 2022. 532 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Verus Financial Partners held 286,832 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $14.4M as of Q2 2026.
Verus Financial Partners bought 2,350 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $118K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.23% of Verus Financial Partners's portfolio in Q2 2026, its #15 holding.
Verus Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 17 quarters since.
Verus Financial Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $26.7M in Q1 2022.
532 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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