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

Allied Investment 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	$217K	Buy	4,318 +304	+8%	+$15.3K	0.03%	103
2026 Q1	$200K	Buy	+4,014	New	+$200K	0.03%	98
2025 Q4	–	Sell	-4,014	Closed	-$203K	–	107
2025 Q3	$203K	Hold	4,014	–	–	0.03%	95
2025 Q2	$202K	Buy	+4,014	New	+$200K	0.04%	84

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

EWM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Allied Investment Advisors's VTIP Position: Q2 2026 in Review

Allied Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.6% in Q2 2026, buying an estimated $15.3K and bringing the position to 4,318 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #103.

Allied Investment Advisors first reported a position in VTIP in Q2 2025 and has held it in 4 quarters since. 673 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Allied Investment Advisors held 4,318 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $217K as of Q2 2026.
Allied Investment Advisors bought 304 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $15.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Allied Investment Advisors's portfolio in Q2 2026, its #103 holding.
Allied Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 4 quarters since.
673 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.