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

VSM Wealth Advisory’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	$47.7K	Hold	950	–	–	0.01%	225
2026 Q1	$47.4K	Hold	950	–	–	0.01%	216
2025 Q4	$47K	Sell	950 -24	-2%	-$1.2K	0.01%	202
2025 Q3	$49.3K	Buy	974 +9	+0.9%	+$453	0.02%	197
2025 Q2	$48.5K	Sell	965 -116	-11%	-$5.79K	0.02%	215
2025 Q1	$53.9K	Buy	1,081 +118	+12%	+$5.79K	0.02%	192
2024 Q4	$46.6K	Buy	+963	New	+$47K	0.02%	200

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

VSM Wealth Advisory's VTIP Position: Q2 2026 in Review

VSM Wealth Advisory held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 950 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #225.

VSM Wealth Advisory first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $53.9K in Q1 2025. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

VSM Wealth Advisory held 950 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $47.7K as of Q2 2026.
VSM Wealth Advisory left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #225 holding.
VSM Wealth Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $53.9K in Q1 2025.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.