Austin Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Austin Asset Management’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	$4.09M	Sell	81,863 -16,039	-16%	-$798K	0.67%	20
2025 Q4	$4.84M	Sell	97,902 -8,234	-8%	-$412K	0.8%	18
2025 Q3	$5.37M	Buy	106,136 +229	+0.2%	+$11.5K	0.98%	18
2025 Q2	$5.32M	Buy	105,907 +6,386	+6%	+$319K	1.04%	17
2025 Q1	$4.97M	Sell	99,521 -95	-0.1%	-$4.66K	1.03%	19
2024 Q4	$4.82M	Sell	99,616 -5,990	-6%	-$293K	0.96%	19
2024 Q3	$5.21M	Buy	105,606 +8,405	+9%	+$409K	1.01%	17
2024 Q2	$4.72M	Sell	97,201 -825	-0.8%	-$39.7K	0.96%	17
2024 Q1	$4.69M	Buy	98,026 +8,224	+9%	+$391K	1%	15
2023 Q4	$4.26M	Buy	89,802 +9,069	+11%	+$430K	1.12%	15
2023 Q3	$3.82M	Sell	80,733 -4,800	-6%	-$227K	1.11%	15
2023 Q2	$4.06M	Sell	85,533 -916	-1%	-$43.7K	1.15%	15
2023 Q1	$4.13M	Sell	86,449 -538	-0.6%	-$25.3K	1.32%	13
2022 Q4	$4.18M	Hold	86,987	–	–	1.51%	11
2022 Q3	$4.18M	Buy	86,987 +907	+1%	+$44.9K	1.5%	11
2022 Q2	$4.31M	Sell	86,080 -4,780	-5%	-$242K	1.54%	11
2022 Q1	$4.65M	Buy	90,860 +2,000	+2%	+$103K	1.48%	11
2021 Q4	$4.57M	Buy	+88,860	New	+$4.62M	1.43%	11

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

Austin Asset Management's VTIP Position: Q1 2026 in Review

Austin Asset Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 16% in Q1 2026, selling an estimated $798K and leaving 81,863 shares worth $4.09M. The position accounts for 0.67% of the portfolio, ranked #20.

Austin Asset Management first reported a position in VTIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.37M in Q3 2025. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Austin Asset Management held 81,863 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.09M as of Q1 2026.
Austin Asset Management sold 16,039 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $798K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.67% of Austin Asset Management's portfolio in Q1 2026, its #20 holding.
Austin Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 18 quarters since.
Austin Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.37M in Q3 2025.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Austin Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.