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VTIP icon

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

Addison 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 		$10.6M Sell
210,304
-221,756
-51% -$11.1M 4.99% 2
2026
Q1 		$21.6M Buy
432,060
+26,410
+7% +$1.31M 4.77% 1
2025
Q4 		$20.1M Buy
405,650
+43,917
+12% +$2.2M 4.51% 2
2025
Q3 		$18.3M Buy
361,733
+37,823
+12% +$1.9M 4.25% 3
2025
Q2 		$16.3M Buy
323,910
+25,165
+8% +$1.26M 4.06% 3
2025
Q1 		$14.9M Buy
298,745
+42,678
+17% +$2.09M 4.07% 3
2024
Q4 		$12.4M Buy
256,067
+252,600
+7,286% +$12.3M 3.45% 4
2024
Q3 		$171K Sell
3,467
-7,907
-70% -$385K 0.05% 240
2024
Q2 		$552K Sell
11,374
-1,681
-13% -$80.8K 0.18% 90
2024
Q1 		$625K Sell
13,055
-3,969
-23% -$189K 0.21% 83
2023
Q4 		$808K Sell
17,024
-2,180
-11% -$103K 0.31% 64
2023
Q3 		$908K Sell
19,204
-10,468
-35% -$495K 0.42% 54
2023
Q2 		$1.41M Sell
29,672
-3,004
-9% -$143K 0.7% 31
2023
Q1 		$1.56M Sell
32,676
-190
-0.6% -$8.95K 0.87% 25
2022
Q4 		$1.54M Sell
32,866
-19,205
-37% -$915K 0.92% 25
2022
Q3 		$2.5M Buy
52,071
+3,826
+8% +$190K 1.55% 17
2022
Q2 		$2.42M Buy
48,245
+2,193
+5% +$111K 1.47% 19
2022
Q1 		$2.36M Buy
46,052
+15,218
+49% +$780K 1.29% 21
2021
Q4 		$1.58M Buy
+30,834
New +$1.6M 0.98% 23

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

Addison Advisors's VTIP Position: Q2 2026 in Review

Addison Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 51% in Q2 2026, selling an estimated $11.1M and leaving 210,304 shares worth $10.6M. The position accounts for 4.99% of the portfolio, ranked #2.

Addison Advisors first reported a position in VTIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.6M in Q1 2026. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Addison Advisors held 210,304 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $10.6M as of Q2 2026.
  • Addison Advisors sold 221,756 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $11.1M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.99% of Addison Advisors's portfolio in Q2 2026, its #2 holding.
  • Addison 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.
  • Addison Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $21.6M in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.