Claris Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Claris Advisors’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	$1.59M	Buy	31,736 +8,441	+36%	+$424K	0.42%	28
2026 Q1	$1.16M	Buy	23,295 +1,498	+7%	+$74.5K	0.35%	28
2025 Q4	$1.08M	Buy	21,797 +9,969	+84%	+$498K	0.33%	30
2025 Q3	$595K	Buy	11,828 +416	+4%	+$20.9K	0.21%	38
2025 Q2	$574K	Buy	11,412 +2,054	+22%	+$103K	0.2%	38
2025 Q1	$467K	Buy	9,358 +457	+5%	+$22.4K	0.17%	45
2024 Q4	$431K	Buy	8,901 +206	+2%	+$10.1K	0.16%	42
2024 Q3	$429K	Buy	8,695 +1,989	+30%	+$96.9K	0.19%	37
2024 Q2	$325K	Buy	+6,706	New	+$323K	0.17%	39
2022 Q2	–	Sell	-3,907	Closed	-$200K	–	48
2022 Q1	$200K	Hold	3,907	–	–	0.21%	47
2021 Q4	$201K	Buy	+3,907	New	+$203K	0.21%	51

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

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

Claris Advisors's VTIP Position: Q2 2026 in Review

Claris Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 36% in Q2 2026, buying an estimated $424K and bringing the position to 31,736 shares worth $1.59M. The position accounts for 0.42% of the portfolio, ranked #28.

Claris Advisors first reported a position in VTIP in Q4 2021 and has held it in 11 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Claris Advisors held 31,736 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.59M as of Q2 2026.
Claris Advisors bought 8,441 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $424K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.42% of Claris Advisors's portfolio in Q2 2026, its #28 holding.
Claris Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 11 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.