Kondo Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Kondo Wealth Advisors’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	$10.5M	Buy	209,421 +6,548	+3%	+$326K	3.94%	8
2025 Q4	$10M	Buy	202,873 +11,594	+6%	+$580K	3.84%	8
2025 Q3	$9.68M	Buy	191,279 +9,009	+5%	+$453K	3.91%	8
2025 Q2	$9.08M	Buy	182,270 +8,442	+5%	+$422K	4.01%	8
2025 Q1	$8.67M	Buy	173,828 +12,960	+8%	+$636K	4.28%	8
2024 Q4	$7.79M	Buy	+160,868	New	+$7.86M	3.95%	8

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

Kondo Wealth Advisors's VTIP Position: Q1 2026 in Review

Kondo Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.2% in Q1 2026, buying an estimated $326K and bringing the position to 209,421 shares worth $10.5M. The position accounts for 3.94% of the portfolio, ranked #8.

Kondo Wealth Advisors first reported a position in VTIP in Q4 2024 and has held it in 6 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Kondo Wealth Advisors held 209,421 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $10.5M as of Q1 2026.
Kondo Wealth Advisors bought 6,548 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $326K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.94% of Kondo Wealth Advisors's portfolio in Q1 2026, its #8 holding.
Kondo Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 6 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Kondo Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.