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

Hoese & Co’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
Q3 		$4.8M Buy
97,602
+212
+0.2% +$10.5K 3.16% 10
2026
Q2 		$4.89M Buy
97,390
+812
+0.8% +$40.8K 3.18% 11
2026
Q1 		$4.82M Buy
96,578
+4,806
+5% +$239K 3.58% 10
2025
Q4 		$4.54M Buy
91,772
+38,363
+72% +$1.92M 3.24% 10
2025
Q3 		$2.7M Buy
53,409
+51,848
+3,321% +$2.61M 2.07% 12
2025
Q2 		$78.5K Buy
1,561
+1,150
+280% +$57.4K 0.06% 70
2025
Q1 		$20.5K Hold
411
– – 0.02% 101
2024
Q4 		$19.9K Buy
+411
New +$20.1K 0.02% 104
2023
Q3 		– Sell
-136,136
Closed -$6.45M – 167
2023
Q2 		$6.45M Sell
136,136
-12,503
-8% -$596K 6.07% 6
2023
Q1 		$6.97M Sell
148,639
-77,544
-34% -$3.65M 7.9% 3
2022
Q4 		$10.9M Buy
226,183
+1,784
+0.8% +$85K 11.41% 2
2022
Q3 		$10.8M Buy
224,399
+17,329
+8% +$858K 12.75% 2
2022
Q2 		$10.4M Buy
207,070
+1,340
+0.7% +$67.8K 11.65% 2
2022
Q1 		$10.5M Buy
205,730
+3,390
+2% +$174K 10.87% 2
2021
Q4 		$10.4M Sell
202,340
-1,140
-0.6% -$59.3K 10.34% 3
2021
Q3 		$10.7M Buy
203,480
+114,650
+129% +$6.01M 11.57% 2
2021
Q2 		$4.66M Buy
+88,830
New +$4.63M 5.23% 4

Other funds holding VTIP

Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Studio Investment Management
Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Define Financial
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Hoese & Co's VTIP Position: Q3 2026 in Review

Hoese & Co increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.22% in Q3 2026, buying an estimated $10.5K and bringing the position to 97,602 shares worth $4.8M. The position accounts for 3.16% of the portfolio, ranked #10.

Hoese & Co first reported a position in VTIP in Q2 2021 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2022. 291 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • Hoese & Co held 97,602 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.8M as of Q3 2026.
  • Hoese & Co bought 212 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $10.5K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.16% of Hoese & Co's portfolio in Q3 2026, its #10 holding.
  • Hoese & Co first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 17 quarters since.
  • Hoese & Co's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $10.9M in Q4 2022.
  • 291 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.