Chesley Taft & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Chesley Taft & Associates’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	$4M	Buy	79,619 +8,800	+12%	+$442K	0.16%	114
2026 Q1	$3.54M	Buy	70,819 +1,320	+2%	+$65.6K	0.15%	118
2025 Q4	$3.44M	Buy	69,499 +8,600	+14%	+$430K	0.14%	120
2025 Q3	$3.08M	Buy	60,899 +500	+0.8%	+$25.2K	0.13%	123
2025 Q2	$3.04M	Buy	60,399 +5,100	+9%	+$255K	0.14%	119
2025 Q1	$2.76M	Buy	55,299 +8,350	+18%	+$410K	0.13%	117
2024 Q4	$2.27M	Buy	46,949 +6,000	+15%	+$293K	0.11%	132
2024 Q3	$2.02M	Sell	40,949 -2,050	-5%	-$99.8K	0.1%	141
2024 Q2	$2.09M	Buy	42,999 +50	+0.1%	+$2.4K	0.1%	131
2024 Q1	$2.06M	Sell	42,949 -5,000	-10%	-$238K	0.11%	131
2023 Q4	$2.28M	Sell	47,949 -15,650	-25%	-$741K	0.13%	128
2023 Q3	$3.01M	Sell	63,599 -8,465	-12%	-$400K	0.2%	103
2023 Q2	$3.42M	Sell	72,064 -20,167	-22%	-$961K	0.21%	96
2023 Q1	$4.41M	Buy	92,231 +9,150	+11%	+$431K	0.29%	79
2022 Q4	$3.88M	Buy	83,081 +10,200	+14%	+$486K	0.27%	85
2022 Q3	$3.51M	Hold	72,881	–	–	0.26%	88
2022 Q2	$3.65M	Buy	72,881 +1,000	+1%	+$50.6K	0.25%	91
2022 Q1	$3.64M	Buy	71,881 +1,375	+2%	+$70.5K	0.21%	100
2021 Q4	$3.62M	Buy	70,506 +2,400	+4%	+$125K	0.19%	105
2021 Q3	$3.58M	Buy	68,106 +1,050	+2%	+$55.1K	0.2%	104
2021 Q2	$3.51M	Buy	67,056 +11,105	+20%	+$579K	0.2%	101
2021 Q1	$2.88M	Buy	55,951 +18,485	+49%	+$950K	0.17%	110
2020 Q4	$1.92M	Hold	37,466	–	–	0.12%	126
2020 Q3	$1.91M	Buy	37,466 +3,000	+9%	+$152K	0.14%	117
2020 Q2	$1.73M	Buy	34,466 +2,500	+8%	+$124K	0.13%	121
2020 Q1	$1.56M	Hold	31,966	–	–	0.14%	115
2019 Q4	$1.57M	Sell	31,966 -2,000	-6%	-$98.5K	0.11%	136
2019 Q3	$1.67M	Hold	33,966	–	–	0.13%	128
2019 Q2	$1.68M	Buy	33,966 +1,900	+6%	+$93K	0.13%	125
2019 Q1	$1.56M	Sell	32,066 -2,000	-6%	-$96.6K	0.13%	126
2018 Q4	$1.63M	Hold	34,066	–	–	0.16%	115
2018 Q3	$1.65M	Sell	34,066 -1,100	-3%	-$53.7K	0.13%	129
2018 Q2	$1.72M	Hold	35,166	–	–	0.15%	125
2018 Q1	$1.72M	Sell	35,166 -1,334	-4%	-$65K	0.15%	126
2017 Q4	$1.78M	Sell	36,500 -3,700	-9%	-$183K	0.15%	129
2017 Q3	$1.99M	Hold	40,200	–	–	0.17%	121
2017 Q2	$1.98M	Buy	40,200 +200	+0.5%	+$9.88K	0.18%	116
2017 Q1	$1.98M	Sell	40,000 -2,200	-5%	-$108K	0.19%	112
2016 Q4	$2.08M	Hold	42,200	–	–	0.21%	99
2016 Q3	$2.1M	Sell	42,200 -500	-1%	-$24.7K	0.21%	95
2016 Q2	$2.11M	Hold	42,700	–	–	0.22%	101
2016 Q1	$2.1M	Buy	42,700 +1,200	+3%	+$58.2K	0.22%	95
2015 Q4	$2.01M	Buy	+41,500	New	+$2.01M	0.21%	103
2014 Q1	–	Sell	-25,500	Closed	-$1.26M	–	280
2013 Q4	$1.26M	Buy	25,500 +500	+2%	+$24.7K	0.13%	142
2013 Q3	$1.24M	Buy	25,000 +4,500	+22%	+$222K	0.13%	142
2013 Q2	$1.01M	Buy	+20,500	New	+$1.02M	0.12%	148

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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Chesley Taft & Associates's VTIP Position: Q2 2026 in Review

Chesley Taft & Associates increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q2 2026, buying an estimated $442K and bringing the position to 79,619 shares worth $4M. The position accounts for 0.16% of the portfolio, ranked #114.

Chesley Taft & Associates first reported a position in VTIP in Q2 2013 and has held it in 46 quarters since. The position peaked at $4.41M in Q1 2023. 172 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Chesley Taft & Associates held 79,619 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4M as of Q2 2026.
Chesley Taft & Associates bought 8,800 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $442K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.16% of Chesley Taft & Associates's portfolio in Q2 2026, its #114 holding.
Chesley Taft & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 46 quarters since.
Chesley Taft & Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.41M in Q1 2023.
172 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.