JIC
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Joel Isaacson & Co’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Joel Isaacson & Co’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 		$623K Buy
12,411
+435
+4% +$21.9K 0.02% 277
2026
Q1 		$598K Hold
11,976
– – 0.02% 259
2025
Q4 		$592K Sell
11,976
-197
-2% -$9.85K 0.02% 257
2025
Q3 		$616K Buy
+12,173
New +$613K 0.02% 235

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

Joel Isaacson & Co's VTIP Position: Q2 2026 in Review

Joel Isaacson & Co increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.6% in Q2 2026, buying an estimated $21.9K and bringing the position to 12,411 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #277.

Joel Isaacson & Co first reported a position in VTIP in Q3 2025 and has held it in 4 quarters since. 644 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Joel Isaacson & Co held 12,411 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $623K as of Q2 2026.
  • Joel Isaacson & Co bought 435 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $21.9K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #277 holding.
  • Joel Isaacson & Co first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 4 quarters since.
  • 644 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.