Wealth Enhancement Advisory Services
VTIP icon

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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Wealth Enhancement Advisory Services's VTIP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 11% in Q2 2026, buying an estimated $428K and bringing the position to 84,781 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #1127.

Wealth Enhancement Advisory Services first reported a position in VTIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.65M in Q3 2023. 951 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 84,781 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.21M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,513 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $428K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1127 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 14 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.65M in Q3 2023.
  • 951 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.