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

WMG 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 Q1	–	Sell	-5,045	Closed	-$250K	–	116
2025 Q4	$250K	Buy	5,045 +223	+5%	+$11.2K	0.1%	90
2025 Q3	$244K	Sell	4,822 -830	-15%	-$41.8K	0.08%	172
2025 Q2	$284K	Sell	5,652 -249	-4%	-$12.4K	0.11%	139
2025 Q1	$294K	Sell	5,901 -60	-1%	-$2.94K	0.13%	114
2024 Q4	$289K	Buy	5,961 +142	+2%	+$6.94K	0.12%	119
2024 Q3	$287K	Buy	5,819 +158	+3%	+$7.69K	0.13%	116
2024 Q2	$275K	Buy	5,661 +285	+5%	+$13.7K	0.15%	107
2024 Q1	$257K	Buy	+5,376	New	+$256K	0.15%	108

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WMG Financial Advisors's VTIP Position: Q1 2026 in Review

WMG Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 5,045 shares — an estimated $250K sold.

WMG Financial Advisors first reported a position in VTIP in Q1 2024 and held it in 8 quarters. The position peaked at $294K in Q1 2025. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

WMG Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
WMG Financial Advisors sold 5,045 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $250K.
WMG Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2024 and held it in 8 quarters.
WMG Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $294K in Q1 2025.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.