Jackson Thornton Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Jackson Thornton Wealth 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 Q1	$16.4M	Buy	326,784 +19,543	+6%	+$972K	1.47%	13
2025 Q4	$15.2M	Buy	307,241 +10,392	+4%	+$520K	1.44%	13
2025 Q3	$14.9M	Buy	296,849 +20,545	+7%	+$1.03M	1.51%	13
2025 Q2	$13.8M	Buy	276,304 +5,819	+2%	+$291K	1.58%	13
2025 Q1	$13.5M	Buy	270,485 +10,968	+4%	+$538K	1.79%	13
2024 Q4	$12.6M	Buy	259,517 +45,606	+21%	+$2.23M	1.59%	13
2024 Q3	$10.5M	Buy	213,911 +95,157	+80%	+$4.63M	1.39%	14
2024 Q2	$5.76M	Buy	118,754 +93,250	+366%	+$4.48M	0.88%	15
2024 Q1	$1.22M	Buy	25,504 +15,979	+168%	+$761K	0.21%	22
2023 Q4	$452K	Buy	9,525 +2,143	+29%	+$102K	0.08%	31
2023 Q3	$349K	Buy	7,382 +480	+7%	+$22.7K	0.07%	29
2023 Q2	$327K	Sell	6,902 -62	-0.9%	-$2.96K	0.07%	27
2023 Q1	$333K	Buy	6,964 +596	+9%	+$28.1K	0.08%	27
2022 Q4	$297K	Buy	6,368 +60	+1%	+$2.86K	0.07%	27
2022 Q3	$303K	Buy	+6,308	New	+$313K	0.08%	25

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jackson Thornton Wealth Management's VTIP Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.4% in Q1 2026, buying an estimated $972K and bringing the position to 326,784 shares worth $16.4M. The position accounts for 1.47% of the portfolio, ranked #13.

Jackson Thornton Wealth Management first reported a position in VTIP in Q3 2022 and has held it in 15 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Jackson Thornton Wealth Management held 326,784 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $16.4M as of Q1 2026.
Jackson Thornton Wealth Management bought 19,543 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $972K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.47% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #13 holding.
Jackson Thornton Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 15 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.