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

Callan 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
Q1 		$6.06M Buy
121,270
+4,403
+4% +$219K 0.14% 161
2025
Q4 		$5.78M Buy
+116,867
New +$5.84M 0.12% 175

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Callan Family Office's VTIP Position: Q1 2026 in Review

Callan Family Office increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.8% in Q1 2026, buying an estimated $219K and bringing the position to 121,270 shares worth $6.06M. The position accounts for 0.14% of the portfolio, ranked #161.

Callan Family Office first reported a position in VTIP in Q4 2025 and has held it in 2 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Callan Family Office held 121,270 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.06M as of Q1 2026.
  • Callan Family Office bought 4,403 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $219K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.14% of Callan Family Office's portfolio in Q1 2026, its #161 holding.
  • Callan Family Office first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.