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

Wealth Management Resources’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	$229K	Buy	+4,566	New	+$230K	0.07%	30
2023 Q4	–	Sell	-12,258	Closed	-$580K	–	43
2023 Q3	$580K	Sell	12,258 -7,230	-37%	-$342K	0.28%	33
2023 Q2	$924K	Sell	19,488 -183,011	-90%	-$8.72M	0.54%	24
2023 Q1	$9.68M	Buy	202,499 +2,114	+1%	+$99.5K	5.96%	5
2022 Q4	$9.36M	Buy	200,385 +16,332	+9%	+$778K	6.07%	5
2022 Q3	$8.83M	Buy	184,053 +5,500	+3%	+$272K	5.88%	6
2022 Q2	$8.95M	Buy	178,553 +1,116	+0.6%	+$56.5K	5.5%	7
2022 Q1	$9.09M	Buy	177,437 +4,472	+3%	+$229K	6.28%	5
2021 Q4	$8.89M	Buy	+172,965	New	+$9M	5.72%	7

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

Wealth Management Resources's VTIP Position: Q2 2026 in Review

Wealth Management Resources opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 4,566 shares worth $229K. The stake represents 0.07% of the portfolio and ranks #30 among its holdings. This is a return to the name: Wealth Management Resources previously reported a position in VTIP as recently as Q3 2023.

Wealth Management Resources first reported a position in VTIP in Q4 2021 and has held it in 9 quarters since. The position peaked at $9.68M in Q1 2023. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Wealth Management Resources held 4,566 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $229K as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Wealth Management Resources position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Wealth Management Resources's portfolio in Q2 2026, its #30 holding.
Wealth Management Resources first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 9 quarters since.
Wealth Management Resources's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.68M in Q1 2023.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.