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

Win 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	–	Sell	-20,533	Closed	-$1.03M	–	117
2026 Q1	$1.03M	Buy	+20,533	New	+$1.02M	0.47%	50
2025 Q2	–	Sell	-17,984	Closed	-$897K	–	82
2025 Q1	$897K	Buy	+17,984	New	+$883K	0.46%	40
2022 Q2	–	Sell	-48	Closed	-$2K	–	217
2022 Q1	$2K	Buy	+48	New	+$2.46K	﹤0.01%	191

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

Win Advisors's VTIP Position: Q2 2026 in Review

Win Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 20,533 shares — an estimated $1.03M sold.

Win Advisors first reported a position in VTIP in Q1 2022 and held it in 3 quarters. The position peaked at $1.03M in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Win Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 20,533 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.03M.
Win Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 3 quarters.
Win Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.03M in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.