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 Q2	$42.8M	Sell	852,080 -152,558	-15%	-$7.67M	4.15%	3
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

L.J. Altfest & Co's VTIP Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 15% in Q2 2026, selling an estimated $7.67M and leaving 852,080 shares worth $42.8M. The position accounts for 4.15% of the portfolio, ranked #3.

L.J. Altfest & Co first reported a position in VTIP in Q3 2020 and has held it in 22 quarters since. The position peaked at $50.2M in Q1 2026. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

L.J. Altfest & Co held 852,080 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $42.8M as of Q2 2026.
L.J. Altfest & Co sold 152,558 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $7.67M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.15% of L.J. Altfest & Co's portfolio in Q2 2026, its #3 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 22 quarters since.
L.J. Altfest & Co's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $50.2M in Q1 2026.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.