Gilbert & Cook’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Gilbert & Cook’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
2025 Q4	–	Sell	-4,072	Closed	-$206K	–	231
2025 Q3	$206K	Buy	+4,072	New	+$205K	0.03%	203
2018 Q4	–	Sell	-7,837	Closed	-$379K	–	106
2018 Q3	$379K	Buy	7,837 +38	+0.5%	+$1.85K	0.12%	61
2018 Q2	$381K	Sell	7,799 -150	-2%	-$7.33K	0.13%	54
2018 Q1	$389K	Buy	+7,949	New	+$387K	0.14%	52

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

EWM

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

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

Gilbert & Cook's VTIP Position: Q4 2025 in Review

Gilbert & Cook sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 4,072 shares — an estimated $206K sold.

Gilbert & Cook first reported a position in VTIP in Q1 2018 and held it in 4 quarters. The position peaked at $389K in Q1 2018. 894 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Gilbert & Cook reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Gilbert & Cook sold 4,072 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $206K.
Gilbert & Cook first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and held it in 4 quarters.
Gilbert & Cook's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $389K in Q1 2018.
894 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Gilbert & Cook's 13F filing for Q4 2025, filed 7 Jan 2026.