Whelan Financial’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Whelan Financial’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	$251K	Sell	4,989 -10,804	-68%	-$543K	0.07%	89
2026 Q1	$789K	Sell	15,793 -417,977	-96%	-$20.8M	0.24%	38
2025 Q4	$21.5M	Buy	433,770 +13,487	+3%	+$674K	6.7%	5
2025 Q3	$21.3M	Buy	420,283 +12,550	+3%	+$632K	6.74%	5
2025 Q2	$20.5M	Buy	407,733 +206	+0.1%	+$10.3K	7.41%	5
2025 Q1	$20.3M	Buy	+407,527	New	+$20M	7.91%	5

Other funds holding VTIP

EWM

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Whelan Financial's VTIP Position: Q2 2026 in Review

Whelan Financial reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 68% in Q2 2026, selling an estimated $543K and leaving 4,989 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #89.

Whelan Financial first reported a position in VTIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.5M in Q4 2025. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Whelan Financial held 4,989 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $251K as of Q2 2026.
Whelan Financial sold 10,804 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $543K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Whelan Financial's portfolio in Q2 2026, its #89 holding.
Whelan Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and has held it in 6 quarters since.
Whelan Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $21.5M in Q4 2025.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.