JTWM
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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
Q2 		$18M Buy
358,555
+31,771
+10% +$1.6M 1.42% 13
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
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

Jackson Thornton Wealth Management's VTIP Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 9.7% in Q2 2026, buying an estimated $1.6M and bringing the position to 358,555 shares worth $18M. The position accounts for 1.42% of the portfolio, ranked #13.

Jackson Thornton Wealth Management first reported a position in VTIP in Q3 2022 and has held it in 16 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Jackson Thornton Wealth Management held 358,555 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $18M as of Q2 2026.
  • Jackson Thornton Wealth Management bought 31,771 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.6M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.42% of Jackson Thornton Wealth Management's portfolio in Q2 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 16 quarters since.
  • 950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.