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 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 $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

Jacobi Capital Management's VTIP Position: Q1 2026 in Review

Jacobi Capital Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.7% in Q1 2026, selling an estimated $6.22K and leaving 4,464 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #594.

Jacobi Capital Management first reported a position in VTIP in Q1 2021 and has held it in 12 quarters since. The position peaked at $246K in Q4 2021. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Jacobi Capital Management held 4,464 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $223K as of Q1 2026.
Jacobi Capital Management sold 125 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $6.22K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Jacobi Capital Management's portfolio in Q1 2026, its #594 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 12 quarters since.
Jacobi Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $246K in Q4 2021.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.