Fort Vancouver Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Fort Vancouver Investment 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 Q1	$6.33M	Sell	126,753 -17,507	-12%	-$871K	3.21%	13
2025 Q4	$7.14M	Buy	144,260 +5,480	+4%	+$274K	3.81%	11
2025 Q3	$7.03M	Buy	138,780 +6,892	+5%	+$347K	3.9%	11
2025 Q2	$6.63M	Sell	131,888 -2,164	-2%	-$108K	4.53%	10
2025 Q1	$6.69M	Buy	134,052 +6,221	+5%	+$305K	5.13%	8
2024 Q4	$6.19M	Buy	127,831 +1,097	+0.9%	+$53.6K	5.25%	7
2024 Q3	$6.25M	Buy	126,734 +6,995	+6%	+$341K	5.39%	7
2024 Q2	$5.81M	Buy	+119,739	New	+$5.76M	5.58%	7

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Fort Vancouver Investment Management's VTIP Position: Q1 2026 in Review

Fort Vancouver Investment Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q1 2026, selling an estimated $871K and leaving 126,753 shares worth $6.33M. The position accounts for 3.21% of the portfolio, ranked #13.

Fort Vancouver Investment Management first reported a position in VTIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.14M in Q4 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Fort Vancouver Investment Management held 126,753 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.33M as of Q1 2026.
Fort Vancouver Investment Management sold 17,507 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $871K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.21% of Fort Vancouver Investment Management's portfolio in Q1 2026, its #13 holding.
Fort Vancouver Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 8 quarters since.
Fort Vancouver Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.14M in Q4 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q1 2026, filed 15 May 2026.