Wealthedge Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Wealthedge Investment Advisors’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	$4.31M	Buy	85,735 +1,459	+2%	+$73.3K	1.46%	20
2026 Q1	$4.21M	Buy	84,276 +24,904	+42%	+$1.24M	1.55%	18
2025 Q4	$2.94M	Buy	59,372 +1,463	+3%	+$73.2K	1.09%	27
2025 Q3	$2.93M	Sell	57,909 -72,046	-55%	-$3.63M	1.11%	27
2025 Q2	$6.53M	Buy	129,955 +96,133	+284%	+$4.8M	2.72%	6
2025 Q1	$1.69M	Buy	33,822 +3,534	+12%	+$173K	0.76%	39
2024 Q4	$1.47M	Buy	+30,288	New	+$1.48M	0.66%	41

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

Wealthedge Investment Advisors's VTIP Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.7% in Q2 2026, buying an estimated $73.3K and bringing the position to 85,735 shares worth $4.31M. The position accounts for 1.46% of the portfolio, ranked #20.

Wealthedge Investment Advisors first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.53M in Q2 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Wealthedge Investment Advisors held 85,735 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.31M as of Q2 2026.
Wealthedge Investment Advisors bought 1,459 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $73.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.46% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #20 holding.
Wealthedge Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.53M in Q2 2025.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.