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

Wealth Enhancement Advisory Services’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 Q3	$4.69M	Buy	96,654 +11,873	+14%	+$589K	0.01%	1128
2026 Q2	$4.21M	Buy	84,781 +8,513	+11%	+$428K	0.01%	1127
2026 Q1	$3.81M	Sell	76,268 -68,577	-47%	-$3.41M	0.01%	1035
2025 Q4	$7.17M	Sell	144,845 -2,252	-2%	-$113K	0.01%	844
2025 Q3	$7.36M	Sell	147,097 -3,096	-2%	-$156K	0.01%	772
2025 Q2	$7.48M	Buy	150,193 +11,935	+9%	+$596K	0.01%	732
2025 Q1	$6.9M	Buy	138,258 +39,419	+40%	+$1.93M	0.01%	719
2024 Q4	$4.79M	Sell	98,839 -8,617	-8%	-$421K	0.01%	814
2024 Q3	$5.3M	Sell	107,456 -8,672	-7%	-$422K	0.01%	701
2024 Q2	$5.64M	Sell	116,128 -28,559	-20%	-$1.37M	0.01%	654
2024 Q1	$6.93M	Sell	144,687 -752	-0.5%	-$35.8K	0.02%	582
2023 Q4	$6.91M	Sell	145,439 -16,414	-10%	-$778K	0.02%	517
2023 Q3	$7.65M	Buy	161,853 +154,877	+2,220%	+$7.32M	0.03%	472
2023 Q2	$331K	Buy	6,976 +1,048	+18%	+$50K	﹤0.01%	418
2023 Q1	$283K	Buy	+5,928	New	+$279K	﹤0.01%	452

Other funds holding VTIP

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's VTIP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q3 2026, buying an estimated $589K and bringing the position to 96,654 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #1128.

Wealth Enhancement Advisory Services first reported a position in VTIP in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.65M in Q3 2023. 383 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Wealth Enhancement Advisory Services held 96,654 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.69M as of Q3 2026.
Wealth Enhancement Advisory Services bought 11,873 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $589K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1128 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 15 quarters since.
Wealth Enhancement Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.65M in Q3 2023.
383 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.