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

Jeppson 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 		$8.9M Sell
177,112
-1,706
-1% -$85.8K 2.62% 5
2026
Q1 		$8.93M Sell
178,818
-869
-0.5% -$43.2K 2.8% 5
2025
Q4 		$8.89M Sell
179,687
-4,115
-2% -$206K 2.81% 5
2025
Q3 		$9.31M Buy
183,802
+8,165
+5% +$411K 2.97% 5
2025
Q2 		$8.83M Buy
175,637
+3,360
+2% +$168K 3.05% 5
2025
Q1 		$8.6M Buy
172,277
+4,045
+2% +$199K 3.15% 5
2024
Q4 		$8.15M Buy
168,232
+1,013
+0.6% +$49.5K 2.95% 5
2024
Q3 		$8.25M Buy
167,219
+1,055
+0.6% +$51.4K 2.95% 5
2024
Q2 		$8.07M Sell
166,164
-32
-0% -$1.54K 3.08% 5
2024
Q1 		$7.96M Sell
166,196
-3,146
-2% -$150K 3.09% 4
2023
Q4 		$8.04M Buy
169,342
+47,750
+39% +$2.26M 3.33% 4
2023
Q3 		$5.75M Buy
121,592
+15,842
+15% +$749K 2.63% 5
2023
Q2 		$5.01M Sell
105,750
-7,203
-6% -$343K 2.18% 6
2023
Q1 		$5.4M Sell
112,953
-179,813
-61% -$8.47M 2.35% 5
2022
Q4 		$13.7M Sell
292,766
-224,002
-43% -$10.7M 5.75% 3
2022
Q3 		$24.9M Buy
516,768
+34,668
+7% +$1.72M 11.27% 1
2022
Q2 		$24.2M Sell
482,100
-59,364
-11% -$3M 10.39% 1
2022
Q1 		$27.7M Buy
541,464
+14,651
+3% +$751K 12.94% 1
2021
Q4 		$27.1M Sell
526,813
-158,616
-23% -$8.26M 13.06% 1
2021
Q3 		$36M Buy
685,429
+86,617
+14% +$4.54M 18.79% 1
2021
Q2 		$31.4M Buy
598,812
+29,812
+5% +$1.55M 17.11% 1
2021
Q1 		$29.3M Buy
569,000
+197,679
+53% +$10.2M 17.44% 1
2020
Q4 		$19M Buy
371,321
+175,071
+89% +$8.91M 12.62% 1
2020
Q3 		$10M Buy
+196,250
New +$9.95M 7.84% 2

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

Jeppson Wealth Management's VTIP Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.95% in Q2 2026, selling an estimated $85.8K and leaving 177,112 shares worth $8.9M. The position accounts for 2.62% of the portfolio, ranked #5.

Jeppson Wealth Management first reported a position in VTIP in Q3 2020 and has held it in 24 quarters since. The position peaked at $36M in Q3 2021. 949 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Jeppson Wealth Management held 177,112 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.9M as of Q2 2026.
  • Jeppson Wealth Management sold 1,706 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $85.8K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.62% of Jeppson Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Jeppson Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $36M in Q3 2021.
  • 949 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.