Wellington-Altus USA’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Wellington-Altus USA’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	$50K	Hold	1,000	–	–	0.04%	301
2026 Q1	$50.2K	Hold	1,000	–	–	0.03%	336
2025 Q4	$49.5K	Buy	+1,000	New	+$50K	0.04%	293

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

Wellington-Altus USA's VTIP Position: Q2 2026 in Review

Wellington-Altus USA held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 1,000 shares worth $50K. The position accounts for 0.04% of the portfolio, ranked #301.

Wellington-Altus USA first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $50.2K in Q1 2026. 955 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Wellington-Altus USA held 1,000 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $50K as of Q2 2026.
Wellington-Altus USA left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Wellington-Altus USA's portfolio in Q2 2026, its #301 holding.
Wellington-Altus USA first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
Wellington-Altus USA's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $50.2K in Q1 2026.
955 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.