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

Wingate Wealth 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	$18.6M	Buy	369,500 +77,861	+27%	+$3.91M	8.17%	2
2026 Q1	$14.6M	Buy	291,639 +22,844	+8%	+$1.14M	7.78%	2
2025 Q4	$13.3M	Buy	268,795 +74,772	+39%	+$3.74M	7.42%	2
2025 Q3	$9.82M	Buy	194,023 +149,322	+334%	+$7.52M	6.8%	1
2025 Q2	$2.25M	Buy	+44,701	New	+$2.23M	2%	12
2025 Q1	–	Sell	-3,579	Closed	-$173K	–	447
2024 Q4	$173K	Buy	+3,579	New	+$175K	0.17%	108

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

Wingate Wealth Advisors's VTIP Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 27% in Q2 2026, buying an estimated $3.91M and bringing the position to 369,500 shares worth $18.6M. The position accounts for 8.17% of the portfolio, ranked #2.

Wingate Wealth Advisors first reported a position in VTIP in Q4 2024 and has held it in 6 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Wingate Wealth Advisors held 369,500 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $18.6M as of Q2 2026.
Wingate Wealth Advisors bought 77,861 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.91M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 8.17% of Wingate Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Wingate Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 6 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.