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

WealthTrak Capital Management’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 Q1	$361K	Buy	7,221 +892	+14%	+$44.4K	0.26%	61
2025 Q4	$313K	Sell	6,329 -1,225	-16%	-$61.3K	0.22%	60
2025 Q3	$382K	Sell	7,554 -2,771	-27%	-$139K	0.31%	61
2025 Q2	$519K	Sell	10,325 -121	-1%	-$6.04K	0.43%	47
2025 Q1	$521K	Sell	10,446 -518	-5%	-$25.4K	0.45%	40
2024 Q4	$531K	Buy	+10,964	New	+$536K	0.45%	43

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WealthTrak Capital Management's VTIP Position: Q1 2026 in Review

WealthTrak Capital Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q1 2026, buying an estimated $44.4K and bringing the position to 7,221 shares worth $361K. The position accounts for 0.26% of the portfolio, ranked #61.

WealthTrak Capital Management first reported a position in VTIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $531K in Q4 2024. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

WealthTrak Capital Management held 7,221 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $361K as of Q1 2026.
WealthTrak Capital Management bought 892 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $44.4K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.26% of WealthTrak Capital Management's portfolio in Q1 2026, its #61 holding.
WealthTrak Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 6 quarters since.
WealthTrak Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $531K in Q4 2024.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.