CWM
VTIP icon

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

Chemistry Wealth 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
Q2 		$21.2M Buy
422,416
+55,514
+15% +$2.79M 3.39% 7
2026
Q1 		$18.3M Buy
366,902
+23,039
+7% +$1.15M 3.22% 7
2025
Q4 		$17M Buy
343,863
+28,838
+9% +$1.44M 3.18% 8
2025
Q3 		$15.9M Buy
315,025
+19,504
+7% +$982K 3.08% 8
2025
Q2 		$14.9M Buy
295,521
+11,945
+4% +$596K 3.19% 9
2025
Q1 		$14.2M Buy
283,576
+18,705
+7% +$918K 3.29% 6
2024
Q4 		$12.8M Buy
264,871
+23,640
+10% +$1.15M 3.01% 8
2024
Q3 		$11.9M Buy
241,231
+5,540
+2% +$270K 2.82% 8
2024
Q2 		$11.4M Buy
235,691
+2,360
+1% +$113K 2.96% 7
2024
Q1 		$11.2M Buy
233,331
+3,971
+2% +$189K 3.01% 7
2023
Q4 		$10.9M Buy
229,360
+2,979
+1% +$141K 3.29% 6
2023
Q3 		$10.7M Sell
226,381
-1,863
-0.8% -$88K 3.54% 5
2023
Q2 		$10.8M Buy
228,244
+1,462
+0.6% +$69.7K 3.52% 5
2023
Q1 		$10.8M Buy
226,782
+39,111
+21% +$1.84M 3.77% 4
2022
Q4 		$8.77M Sell
187,671
-31,145
-14% -$1.48M 3.42% 7
2022
Q3 		$10.5M Buy
218,816
+13,582
+7% +$673K 4.16% 5
2022
Q2 		$10.3M Buy
205,234
+18,617
+10% +$942K 3.93% 6
2022
Q1 		$9.56M Buy
+186,617
New +$9.57M 3.28% 6

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Chemistry Wealth Management's VTIP Position: Q2 2026 in Review

Chemistry Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 15% in Q2 2026, buying an estimated $2.79M and bringing the position to 422,416 shares worth $21.2M. The position accounts for 3.39% of the portfolio, ranked #7.

Chemistry Wealth Management first reported a position in VTIP in Q1 2022 and has held it in 18 quarters since. 505 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Chemistry Wealth Management held 422,416 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $21.2M as of Q2 2026.
  • Chemistry Wealth Management bought 55,514 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2.79M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.39% of Chemistry Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Chemistry Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 18 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.