GEM Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

GEM Asset 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 Q2	$504K	Buy	10,027 +5	+0%	+$251	0.2%	68
2026 Q1	$501K	Buy	+10,022	New	+$498K	0.22%	63
2023 Q3	–	Sell	-4,450	Closed	-$211K	–	81
2023 Q2	$211K	Sell	4,450 -966	-18%	-$46.1K	0.16%	75
2023 Q1	$259K	Sell	5,416 -89	-2%	-$4.19K	0.21%	61
2022 Q4	$257K	Buy	+5,505	New	+$262K	0.22%	60

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

GEM Asset Management's VTIP Position: Q2 2026 in Review

GEM Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.05% in Q2 2026, buying an estimated $251 and bringing the position to 10,027 shares worth $504K. The position accounts for 0.2% of the portfolio, ranked #68.

GEM Asset Management first reported a position in VTIP in Q4 2022 and has held it in 5 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

GEM Asset Management held 10,027 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $504K as of Q2 2026.
GEM Asset Management bought 5 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $251.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.2% of GEM Asset Management's portfolio in Q2 2026, its #68 holding.
GEM Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 5 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.