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L.J. Altfest & Co’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

L.J. Altfest & 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
Q1 		$50.2M Buy
1,004,638
+380,152
+61% +$18.9M 5.37% 1
2025
Q4 		$30.9M Sell
624,486
-15,683
-2% -$784K 3.38% 5
2025
Q3 		$32.4M Buy
640,169
+281,127
+78% +$14.1M 3.62% 5
2025
Q2 		$18M Sell
359,042
-35,590
-9% -$1.78M 2.13% 10
2025
Q1 		$19.7M Buy
+394,632
New +$19.4M 2.47% 10
2024
Q3 		– Sell
-4,711
Closed -$229K – 372
2024
Q2 		$229K Sell
4,711
-764
-14% -$36.7K 0.03% 288
2024
Q1 		$262K Sell
5,475
-1,862
-25% -$88.6K 0.04% 277
2023
Q4 		$348K Sell
7,337
-924
-11% -$43.8K 0.05% 235
2023
Q3 		$391K Sell
8,261
-722
-8% -$34.1K 0.06% 207
2023
Q2 		$426K Sell
8,983
-2,334
-21% -$111K 0.06% 199
2023
Q1 		$541K Sell
11,317
-213,794
-95% -$10.1M 0.08% 157
2022
Q4 		$10.5M Buy
225,111
+67,814
+43% +$3.23M 1.74% 13
2022
Q3 		$7.57M Sell
157,297
-232,746
-60% -$11.5M 1.42% 16
2022
Q2 		$19.5M Buy
390,043
+11,396
+3% +$576K 3.51% 6
2022
Q1 		$19.4M Buy
378,647
+60,059
+19% +$3.08M 3.46% 7
2021
Q4 		$16.4M Buy
318,588
+11,997
+4% +$624K 3.12% 4
2021
Q3 		$16.1M Buy
306,591
+29,308
+11% +$1.54M 3.38% 7
2021
Q2 		$14.5M Buy
277,283
+7,607
+3% +$396K 3.13% 5
2021
Q1 		$13.9M Buy
269,676
+64,303
+31% +$3.31M 3.28% 5
2020
Q4 		$10.5M Buy
205,373
+2,028
+1% +$103K 2.57% 7
2020
Q3 		$10.4M Buy
+203,345
New +$10.3M 2.76% 8

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

L.J. Altfest & Co's VTIP Position: Q1 2026 in Review

L.J. Altfest & Co increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 61% in Q1 2026, buying an estimated $18.9M and bringing the position to 1,004,638 shares worth $50.2M. The position accounts for 5.37% of the portfolio, ranked #1.

L.J. Altfest & Co first reported a position in VTIP in Q3 2020 and has held it in 21 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • L.J. Altfest & Co held 1,004,638 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $50.2M as of Q1 2026.
  • L.J. Altfest & Co bought 380,152 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $18.9M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 5.37% of L.J. Altfest & Co's portfolio in Q1 2026, its #1 holding.
  • L.J. Altfest & Co first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and has held it in 21 quarters since.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.