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Wealthspire Advisors (New York)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Wealthspire Advisors (New York)’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 		$253M Buy
5,045,602
+589,734
+13% +$29.6M 1.4% 15
2026
Q1 		$223M Buy
4,455,868
+264,405
+6% +$13.1M 1.75% 16
2025
Q4 		$207M Sell
4,191,463
-3,396,021
-45% -$170M 1.65% 15
2025
Q3 		$384M Buy
7,587,484
+645,690
+9% +$32.5M 2.01% 12
2025
Q2 		$349M Buy
6,941,794
+817,434
+13% +$40.8M 1.96% 12
2025
Q1 		$306M Buy
6,124,360
+3,374,033
+123% +$166M 1.83% 13
2024
Q4 		$133M Buy
2,750,327
+737,805
+37% +$36M 1.32% 17
2024
Q3 		$99.2M Buy
2,012,522
+170,173
+9% +$8.29M 1.01% 19
2024
Q2 		$89.4M Buy
1,842,349
+115,891
+7% +$5.57M 1.15% 16
2024
Q1 		$82.7M Buy
1,726,458
+170,948
+11% +$8.14M 1.1% 18
2023
Q4 		$73.9M Buy
1,555,510
+926,461
+147% +$43.9M 1.05% 19
2023
Q3 		$29.7M Buy
629,049
+294,235
+88% +$13.9M 0.49% 35
2023
Q2 		$15.9M Sell
334,814
-6,057
-2% -$289K 0.26% 51
2023
Q1 		$16.3M Sell
340,871
-4,791
-1% -$226K 0.28% 51
2022
Q4 		$16.1M Sell
345,662
-46,262
-12% -$2.2M 0.29% 50
2022
Q3 		$18.9M Buy
391,924
+100,336
+34% +$4.97M 0.39% 43
2022
Q2 		$14.6M Buy
291,588
+107,038
+58% +$5.41M 0.31% 50
2022
Q1 		$9.45M Sell
184,550
-3,455
-2% -$177K 0.21% 48
2021
Q4 		$9.66M Sell
188,005
-66,113
-26% -$3.44M 0.21% 48
2021
Q3 		$13.4M Buy
254,118
+80,994
+47% +$4.25M 0.28% 45
2021
Q2 		$9.07M Sell
173,124
-29,755
-15% -$1.55M 0.24% 51
2021
Q1 		$10.5M Buy
202,879
+7,140
+4% +$367K 0.25% 50
2020
Q4 		$10M Buy
195,739
+14,857
+8% +$756K 0.3% 47
2020
Q3 		$9.23M Buy
180,882
+12,522
+7% +$635K 0.55% 26
2020
Q2 		$8.45M Buy
168,360
+1,905
+1% +$94.7K 0.59% 26
2020
Q1 		$8.11M Buy
166,455
+136,759
+461% +$6.71M 0.34% 41
2019
Q4 		$1.46M Sell
29,696
-1,865
-6% -$91.8K 0.11% 52
2019
Q3 		$1.55M Buy
31,561
+732
+2% +$36.2K 0.13% 37
2019
Q2 		$1.52M Buy
30,829
+548
+2% +$26.8K 0.13% 29
2019
Q1 		$1.47M Buy
30,281
+277
+0.9% +$13.4K 0.14% 23
2018
Q4 		$1.44M Buy
+30,004
New +$1.44M 0.14% 23

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

Wealthspire Advisors (New York)'s VTIP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 13% in Q2 2026, buying an estimated $29.6M and bringing the position to 5,045,602 shares worth $253M. The position accounts for 1.4% of the portfolio, ranked #15.

Wealthspire Advisors (New York) first reported a position in VTIP in Q4 2018 and has held it in 31 quarters since. The position peaked at $384M in Q3 2025. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Wealthspire Advisors (New York) held 5,045,602 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $253M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 589,734 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $29.6M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.4% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #15 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 31 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $384M in Q3 2025.
  • 950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.