Jacobi Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Jacobi Capital 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	$224K	Buy	4,466 +2	+0%	+$101	0.01%	620
2026 Q1	$223K	Sell	4,464 -125	-3%	-$6.22K	0.01%	594
2025 Q4	$227K	Buy	4,589 +99	+2%	+$4.95K	0.01%	582
2025 Q3	$227K	Buy	+4,490	New	+$226K	0.01%	566
2023 Q4	–	Sell	-5,131	Closed	-$243K	–	474
2023 Q3	$243K	Buy	5,131 +29	+0.6%	+$1.37K	0.03%	393
2023 Q2	$242K	Buy	5,102 +728	+17%	+$34.7K	0.03%	395
2023 Q1	$209K	Buy	+4,374	New	+$206K	0.02%	409
2022 Q4	–	Sell	-4,277	Closed	-$206K	–	426
2022 Q3	$206K	Buy	+4,277	New	+$212K	0.03%	390
2022 Q2	–	Sell	-4,035	Closed	-$207K	–	431
2022 Q1	$207K	Sell	4,035 -761	-16%	-$39K	0.02%	398
2021 Q4	$246K	Buy	4,796 +4,391	+1,084%	+$229K	0.03%	380
2021 Q3	$21K	Sell	405 -11	-3%	-$577	﹤0.01%	866
2021 Q2	$22K	Buy	416 +50	+14%	+$2.61K	﹤0.01%	822
2021 Q1	$19K	Buy	+366	New	+$18.8K	﹤0.01%	796

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Jacobi Capital Management's VTIP Position: Q2 2026 in Review

Jacobi Capital Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.04% in Q2 2026, buying an estimated $101 and bringing the position to 4,466 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #620.

Jacobi Capital Management first reported a position in VTIP in Q1 2021 and has held it in 13 quarters since. The position peaked at $246K in Q4 2021. 953 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Jacobi Capital Management held 4,466 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $224K as of Q2 2026.
Jacobi Capital Management bought 2 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $101.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #620 holding.
Jacobi Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 13 quarters since.
Jacobi Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $246K in Q4 2021.
953 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.