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HeadInvest LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

HeadInvest LLC’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 		$2.28M Buy
45,436
+220
+0.5% +$11.1K 0.43% 64
2026
Q1 		$2.26M Sell
45,216
-344
-0.8% -$17.1K 0.46% 57
2025
Q4 		$2.25M Buy
45,560
+3,708
+9% +$185K 0.45% 59
2025
Q3 		$2.12M Buy
41,852
+3,205
+8% +$161K 0.44% 59
2025
Q2 		$1.94M Hold
38,647
– – 0.41% 60
2025
Q1 		$1.93M Buy
38,647
+1,129
+3% +$55.4K 0.38% 64
2024
Q4 		$1.82M Buy
37,518
+11,781
+46% +$576K 0.34% 66
2024
Q3 		$1.27M Buy
25,737
+7,357
+40% +$358K 0.23% 82
2024
Q2 		$892K Hold
18,380
– – 0.18% 98
2024
Q1 		$880K Sell
18,380
-688
-4% -$32.8K 0.17% 96
2023
Q4 		$906K Sell
19,068
-335
-2% -$15.9K 0.19% 92
2023
Q3 		$909K Buy
19,403
+451
+2% +$21.3K 0.2% 89
2023
Q2 		$896K Sell
18,952
-3,890
-17% -$185K 0.19% 90
2023
Q1 		$1.09M Sell
22,842
-1,680
-7% -$79.1K 0.24% 81
2022
Q4 		$1.15M Buy
24,522
+747
+3% +$35.6K 0.26% 77
2022
Q3 		$1.14M Buy
23,775
+5,095
+27% +$252K 0.27% 75
2022
Q2 		$936K Buy
18,680
+3,075
+20% +$156K 0.21% 87
2022
Q1 		$799K Buy
15,605
+840
+6% +$43.1K 0.15% 103
2021
Q4 		$759K Buy
14,765
+6,605
+81% +$344K 0.13% 109
2021
Q3 		$429K Buy
+8,160
New +$428K 0.08% 155

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

HeadInvest LLC's VTIP Position: Q2 2026 in Review

HeadInvest LLC increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.49% in Q2 2026, buying an estimated $11.1K and bringing the position to 45,436 shares worth $2.28M. The position accounts for 0.43% of the portfolio, ranked #64.

HeadInvest LLC first reported a position in VTIP in Q3 2021 and has held it in 20 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • HeadInvest LLC held 45,436 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.28M as of Q2 2026.
  • HeadInvest LLC bought 220 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $11.1K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.43% of HeadInvest LLC's portfolio in Q2 2026, its #64 holding.
  • HeadInvest LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and has held it in 20 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.