D.J. St. Germain’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

D.J. St. Germain’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	$12.4K	Sell	247 -125	-34%	-$6.28K	﹤0.01%	659
2026 Q1	$18.6K	Hold	372	–	–	﹤0.01%	575
2025 Q4	$18.4K	Hold	372	–	–	﹤0.01%	588
2025 Q3	$18.8K	Buy	372 +81	+28%	+$4.08K	﹤0.01%	585
2025 Q2	$14.6K	Buy	+291	New	+$14.5K	﹤0.01%	616

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

D.J. St. Germain's VTIP Position: Q2 2026 in Review

D.J. St. Germain reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 34% in Q2 2026, selling an estimated $6.28K and leaving 247 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

D.J. St. Germain first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.8K in Q3 2025. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

D.J. St. Germain held 247 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $12.4K as of Q2 2026.
D.J. St. Germain sold 125 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $6.28K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #659 holding.
D.J. St. Germain first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 5 quarters since.
D.J. St. Germain's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $18.8K in Q3 2025.
946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.