KA
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Klingman & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Klingman & Associates’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 		$121M Buy
2,425,416
+338,106
+16% +$16.8M 5.8% 2
2025
Q4 		$103M Buy
2,087,310
+307,650
+17% +$15.4M 4.98% 2
2025
Q3 		$90.1M Buy
1,779,660
+160,831
+10% +$8.09M 4.55% 3
2025
Q2 		$81.4M Buy
1,618,829
+209,913
+15% +$10.5M 4.49% 3
2025
Q1 		$70.3M Buy
1,408,916
+102,152
+8% +$5.01M 4.3% 3
2024
Q4 		$63.3M Buy
1,306,764
+163,904
+14% +$8.01M 3.89% 4
2024
Q3 		$56.4M Sell
1,142,860
-9,161
-0.8% -$446K 3.49% 8
2024
Q2 		$55.9M Sell
1,152,021
-57,610
-5% -$2.77M 3.78% 4
2024
Q1 		$57.9M Sell
1,209,631
-247,695
-17% -$11.8M 4.02% 4
2023
Q4 		$69.2M Buy
1,457,326
+137,239
+10% +$6.5M 5.08% 2
2023
Q3 		$62.4M Buy
1,320,087
+104,963
+9% +$4.96M 5.05% 2
2023
Q2 		$57.6M Buy
1,215,124
+46,618
+4% +$2.22M 4.65% 3
2023
Q1 		$55.9M Buy
1,168,506
+45,252
+4% +$2.13M 4.81% 2
2022
Q4 		$52.5M Sell
1,123,254
-205,228
-15% -$9.78M 4.6% 2
2022
Q3 		$63.9M Buy
1,328,482
+84,463
+7% +$4.18M 6.28% 2
2022
Q2 		$62.4M Buy
1,244,019
+37,024
+3% +$1.87M 6.09% 2
2022
Q1 		$61.8M Buy
1,206,995
+53,748
+5% +$2.76M 5.25% 3
2021
Q4 		$59.3M Buy
1,153,247
+53,384
+5% +$2.78M 5.09% 4
2021
Q3 		$57.8M Buy
1,099,863
+13,918
+1% +$730K 5.4% 3
2021
Q2 		$56.9M Buy
1,085,945
+51,300
+5% +$2.67M 5.46% 3
2021
Q1 		$53.3M Buy
1,034,645
+83,891
+9% +$4.31M 5.51% 3
2020
Q4 		$48.6M Buy
950,754
+70,165
+8% +$3.57M 5.61% 4
2020
Q3 		$44.9M Buy
880,589
+53,068
+6% +$2.69M 6.05% 3
2020
Q2 		$41.5M Buy
827,521
+27,766
+3% +$1.38M 6.35% 3
2020
Q1 		$39M Buy
799,755
+11,997
+2% +$589K 7.95% 2
2019
Q4 		$38.8M Buy
787,758
+37,772
+5% +$1.86M 6.35% 4
2019
Q3 		$36.8M Buy
749,986
+185,597
+33% +$9.17M 6.59% 4
2019
Q2 		$27.8M Buy
564,389
+59,692
+12% +$2.92M 5.17% 5
2019
Q1 		$24.6M Buy
504,697
+61,815
+14% +$2.98M 4.79% 6
2018
Q4 		$21.2M Sell
442,882
-22,938
-5% -$1.1M 4.78% 6
2018
Q3 		$22.5M Sell
465,820
-11,719
-2% -$572K 4.61% 7
2018
Q2 		$23.3M Buy
477,539
+24,025
+5% +$1.17M 5.02% 5
2018
Q1 		$22.2M Buy
453,514
+50,154
+12% +$2.44M 4.97% 6
2017
Q4 		$19.7M Buy
403,360
+72,120
+22% +$3.57M 4.3% 8
2017
Q3 		$16.4M Buy
331,240
+98,474
+42% +$4.87M 4.03% 9
2017
Q2 		$11.5M Buy
232,766
+49,609
+27% +$2.45M 3.06% 11
2017
Q1 		$9.06M Buy
183,157
+79,821
+77% +$3.94M 2.51% 11
2016
Q4 		$5.08M Buy
103,336
+32,035
+45% +$1.58M 1.54% 14
2016
Q3 		$3.54M Buy
71,301
+21,557
+43% +$1.07M 1.07% 21
2016
Q2 		$2.46M Buy
49,744
+26,479
+114% +$1.3M 0.8% 23
2016
Q1 		$1.14M Buy
23,265
+1,468
+7% +$71.2K 0.41% 36
2015
Q4 		$1.05M Buy
21,797
+6,792
+45% +$328K 0.39% 36
2015
Q3 		$725K Buy
15,005
+105
+0.7% +$5.09K 0.28% 41
2015
Q2 		$725K Buy
14,900
+2,000
+16% +$97.3K 0.29% 40
2015
Q1 		$625K Buy
12,900
+800
+7% +$38.7K 0.26% 46
2014
Q4 		$583K Buy
+12,100
New +$595K 0.24% 47

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Klingman & Associates's VTIP Position: Q1 2026 in Review

Klingman & Associates increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 16% in Q1 2026, buying an estimated $16.8M and bringing the position to 2,425,416 shares worth $121M. The position accounts for 5.8% of the portfolio, ranked #2.

Klingman & Associates first reported a position in VTIP in Q4 2014 and has held it in 46 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Klingman & Associates held 2,425,416 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $121M as of Q1 2026.
  • Klingman & Associates bought 338,106 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $16.8M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 5.8% of Klingman & Associates's portfolio in Q1 2026, its #2 holding.
  • Klingman & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2014 and has held it in 46 quarters since.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.