FI
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FIDELIS iM’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

FIDELIS iM’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 		$11.6M Buy
231,723
+11,495
+5% +$578K 3.97% 10
2026
Q1 		$11M Buy
220,228
+27,976
+15% +$1.39M 4.16% 8
2025
Q4 		$9.51M Buy
192,252
+157,452
+452% +$7.87M 3.69% 8
2025
Q3 		$1.83M Sell
34,800
-155,316
-82% -$7.82M 1.14% 12
2025
Q2 		$9.56M Sell
190,116
-16,843
-8% -$841K 4.25% 9
2025
Q1 		$10.3M Buy
206,959
+98,131
+90% +$4.82M 4.78% 9
2024
Q4 		$5.27M Buy
108,828
+2,567
+2% +$125K 2.59% 10
2024
Q3 		$5.24M Sell
106,261
-9,026
-8% -$440K 2.38% 10
2024
Q2 		$5.6M Buy
115,287
+4,621
+4% +$222K 2.75% 10
2024
Q1 		$5.3M Buy
110,666
+8,014
+8% +$381K 2.66% 10
2023
Q4 		$4.87M Sell
102,652
-405
-0.4% -$19.2K 2.62% 10
2023
Q3 		$4.87M Buy
103,057
+3,746
+4% +$177K 2.85% 10
2023
Q2 		$4.71M Buy
99,311
+3,861
+4% +$184K 2.68% 10
2023
Q1 		$4.56M Buy
95,450
+2,419
+3% +$114K 2.72% 10
2022
Q4 		$4.35M Buy
93,031
+11,362
+14% +$541K 2.83% 10
2022
Q3 		$3.93M Buy
81,669
+3,870
+5% +$192K 2.74% 10
2022
Q2 		$3.9M Buy
77,799
+40,052
+106% +$2.03M 2.61% 11
2022
Q1 		$1.93M Buy
37,747
+1,639
+5% +$84.1K 1.14% 14
2021
Q4 		$1.86M Buy
36,108
+1,308
+4% +$68.1K 1.06% 12
2021
Q3 		$1.83M Buy
+34,800
New +$1.83M 1.14% 12

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FIDELIS iM's VTIP Position: Q2 2026 in Review

FIDELIS iM increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.2% in Q2 2026, buying an estimated $578K and bringing the position to 231,723 shares worth $11.6M. The position accounts for 3.97% of the portfolio, ranked #10.

FIDELIS iM first reported a position in VTIP in Q3 2021 and has held it in 20 quarters since. 324 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • FIDELIS iM held 231,723 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.6M as of Q2 2026.
  • FIDELIS iM bought 11,495 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $578K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.97% of FIDELIS iM's portfolio in Q2 2026, its #10 holding.
  • FIDELIS iM first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and has held it in 20 quarters since.
  • 324 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on FIDELIS iM's 13F filing for Q2 2026, filed 22 Jul 2026.