Aurelius Family Office’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Aurelius Family Office’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	Buy	211,089 +7,795	+4%	+$392K	4.18%	7
2026 Q1	$10.2M	Buy	203,294 +6,544	+3%	+$325K	4.42%	7
2025 Q4	$9.74M	Buy	196,750 +11,300	+6%	+$565K	4.19%	7
2025 Q3	$9.39M	Buy	185,450 +5,639	+3%	+$284K	4.18%	7
2025 Q2	$9.04M	Buy	179,811 +1,190	+0.7%	+$59.4K	4.27%	7
2025 Q1	$8.91M	Sell	178,621 -60	-0%	-$2.94K	4.52%	7
2024 Q4	$8.65M	Buy	+178,681	New	+$8.73M	4.36%	7

Other funds holding VTIP

EWM

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Aurelius Family Office's VTIP Position: Q2 2026 in Review

Aurelius Family Office increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.8% in Q2 2026, buying an estimated $392K and bringing the position to 211,089 shares worth $10.6M. The position accounts for 4.18% of the portfolio, ranked #7.

Aurelius Family Office first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Aurelius Family Office held 211,089 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $10.6M as of Q2 2026.
Aurelius Family Office bought 7,795 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $392K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.18% of Aurelius Family Office's portfolio in Q2 2026, its #7 holding.
Aurelius Family Office first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
229 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.