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

WJ Financial 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	$352K	Hold	6,999	–	–	0.26%	90
2026 Q1	$350K	Hold	6,999	–	–	0.28%	91
2025 Q4	$346K	Sell	6,999 -100	-1%	-$5K	0.31%	82
2025 Q3	$359K	Buy	+7,099	New	+$357K	0.35%	79

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

WJ Financial Advisors's VTIP Position: Q2 2026 in Review

WJ Financial Advisors held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 6,999 shares worth $352K. The position accounts for 0.26% of the portfolio, ranked #90.

WJ Financial Advisors first reported a position in VTIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $359K in Q3 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

WJ Financial Advisors held 6,999 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $352K as of Q2 2026.
WJ Financial Advisors 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 0.26% of WJ Financial Advisors's portfolio in Q2 2026, its #90 holding.
WJ Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 4 quarters since.
WJ Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $359K in Q3 2025.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.