W.H. Cornerstone Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

W.H. Cornerstone Investments’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 Q1	$302K	Hold	6,041	–	–	0.19%	98
2025 Q4	$299K	Buy	6,041 +162	+3%	+$8.1K	0.18%	92
2025 Q3	$298K	Buy	5,879 +1,078	+22%	+$54.3K	0.18%	91
2025 Q2	$241K	Buy	4,801 +565	+13%	+$28.2K	0.15%	99
2025 Q1	$211K	Hold	4,236	–	–	0.15%	108
2024 Q4	$205K	Buy	4,236 +72	+2%	+$3.52K	0.14%	117
2024 Q3	$205K	Buy	+4,164	New	+$203K	0.14%	120

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

W.H. Cornerstone Investments's VTIP Position: Q1 2026 in Review

W.H. Cornerstone Investments held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 6,041 shares worth $302K. The position accounts for 0.19% of the portfolio, ranked #98.

W.H. Cornerstone Investments first reported a position in VTIP in Q3 2024 and has held it in 7 quarters since. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

W.H. Cornerstone Investments held 6,041 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $302K as of Q1 2026.
W.H. Cornerstone Investments left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.19% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #98 holding.
W.H. Cornerstone Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and has held it in 7 quarters since.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.