H&H Retirement Design & Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

H&H Retirement Design & 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	$1.96M	Buy	39,548 +3,406	+9%	+$171K	0.89%	24
2026 Q1	$1.82M	Buy	36,142 +1,882	+5%	+$93.6K	0.86%	24
2025 Q4	$1.7M	Buy	34,260 +801	+2%	+$40.1K	0.87%	25
2025 Q3	$1.67M	Sell	33,459 -4,819	-13%	-$243K	0.89%	23
2025 Q2	$1.92M	Buy	38,278 +4,496	+13%	+$225K	1.05%	20
2025 Q1	$1.68M	Sell	33,782 -458	-1%	-$22.5K	1.12%	20
2024 Q4	$1.68M	Sell	34,240 -521	-1%	-$25.5K	1.02%	20
2024 Q3	$1.7M	Buy	34,761 +2,133	+7%	+$104K	1%	20
2024 Q2	$1.57M	Buy	32,628 +259	+0.8%	+$12.5K	0.97%	21
2024 Q1	$1.55M	Sell	32,369 -6,614	-17%	-$315K	1.02%	21
2023 Q4	$1.85M	Sell	38,983 -314,009	-89%	-$14.9M	1.17%	22
2023 Q3	$16.6M	Buy	352,992 +3,960	+1%	+$187K	11.5%	1
2023 Q2	$16.5M	Sell	349,032 -63,616	-15%	-$3.03M	10.97%	1
2023 Q1	$19.7M	Buy	+412,648	New	+$19.4M	12.54%	1
2022 Q1	–	Sell	-15,668	Closed	-$803K	–	67
2021 Q4	$803K	Sell	15,668 -113,211	-88%	-$5.89M	0.51%	36
2021 Q3	$6.69M	Buy	128,879 +3,082	+2%	+$162K	4.11%	11
2021 Q2	$6.57M	Sell	125,797 -3,445	-3%	-$180K	4.03%	11
2021 Q1	$6.69M	Buy	+129,242	New	+$6.65M	4.02%	13
2020 Q3	$5.46M	Buy	106,939 +100,666	+1,605%	+$5.11M	4.29%	11
2020 Q2	$315K	Buy	+6,273	New	+$312K	0.28%	38

Other funds holding VTIP

EWM

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

H&H Retirement Design & Management's VTIP Position: Q2 2026 in Review

H&H Retirement Design & Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 9.4% in Q2 2026, buying an estimated $171K and bringing the position to 39,548 shares worth $1.96M. The position accounts for 0.89% of the portfolio, ranked #24.

H&H Retirement Design & Management first reported a position in VTIP in Q2 2020 and has held it in 20 quarters since. The position peaked at $19.7M in Q1 2023. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

H&H Retirement Design & Management held 39,548 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.96M as of Q2 2026.
H&H Retirement Design & Management bought 3,406 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $171K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.89% of H&H Retirement Design & Management's portfolio in Q2 2026, its #24 holding.
H&H Retirement Design & Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and has held it in 20 quarters since.
H&H Retirement Design & Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $19.7M in Q1 2023.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.