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

Woodward 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 		$21.7M Buy
432,340
+23,142
+6% +$1.16M 7.26% 6
2026
Q1 		$20.4M Buy
409,198
+10,216
+3% +$508K 7.87% 5
2025
Q4 		$19.7M Buy
398,982
+10,344
+3% +$517K 7.39% 5
2025
Q3 		$19.7M Buy
388,638
+15,650
+4% +$788K 7.5% 5
2025
Q2 		$18.8M Buy
372,988
+6,034
+2% +$301K 7.72% 5
2025
Q1 		$18.3M Buy
366,954
+10,239
+3% +$503K 8.68% 5
2024
Q4 		$17.3M Buy
356,715
+14,274
+4% +$697K 8.55% 4
2024
Q3 		$16.9M Buy
342,441
+6,236
+2% +$304K 8.47% 3
2024
Q2 		$16.2M Buy
336,205
+14,165
+4% +$681K 9.2% 3
2024
Q1 		$15.4M Buy
322,040
+20,853
+7% +$993K 9.25% 3
2023
Q4 		$14.3M Sell
301,187
-12,211
-4% -$578K 9.41% 3
2023
Q3 		$14.8M Buy
313,398
+17,181
+6% +$812K 10.96% 3
2023
Q2 		$14M Sell
296,217
-19,298
-6% -$920K 10.49% 3
2023
Q1 		$15.1M Sell
315,515
-828
-0.3% -$39K 12.39% 2
2022
Q4 		$14.8M Buy
316,343
+7,149
+2% +$341K 12.67% 2
2022
Q3 		$14.9M Sell
309,194
-669
-0.2% -$33.1K 13.91% 2
2022
Q2 		$15.5M Buy
309,863
+9,224
+3% +$467K 14.37% 2
2022
Q1 		$15.4M Buy
300,639
+2,621
+0.9% +$134K 15.77% 2
2021
Q4 		$15.3M Buy
+298,018
New +$15.5M 15.47% 2

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

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

Woodward Financial Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.7% in Q2 2026, buying an estimated $1.16M and bringing the position to 432,340 shares worth $21.7M. The position accounts for 7.26% of the portfolio, ranked #6.

Woodward Financial Advisors first reported a position in VTIP in Q4 2021 and has held it in 19 quarters since. 956 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Woodward Financial Advisors held 432,340 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $21.7M as of Q2 2026.
  • Woodward Financial Advisors bought 23,142 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.16M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 7.26% of Woodward Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Woodward Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 19 quarters since.
  • 956 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.