HA
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Hamel Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Hamel Associates’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 		$11.7M Buy
+232,135
New +$11.7M 3.22% 8

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KA
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
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
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AI
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

Hamel Associates's VTIP Position: Q2 2026 in Review

Hamel Associates opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 232,135 shares worth $11.7M. The stake represents 3.22% of the portfolio and ranks #8 among its holdings.

477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Hamel Associates held 232,135 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.7M as of Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Hamel Associates position in Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.22% of Hamel Associates's portfolio in Q2 2026, its #8 holding.
  • 477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.