L.K. Benson & Company’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

L.K. Benson & Company’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	$1.17M	Buy	23,233 +1,252	+6%	+$62.9K	0.35%	44
2026 Q1	$1.1M	Buy	21,981 +2,413	+12%	+$120K	0.36%	42
2025 Q4	$968K	Buy	19,568 +2,115	+12%	+$106K	0.49%	47
2025 Q3	$884K	Buy	17,453 +58	+0.3%	+$2.92K	0.48%	48
2025 Q2	$874K	Buy	17,395 +33	+0.2%	+$1.65K	0.54%	43
2025 Q1	$866K	Hold	17,362	–	–	0.6%	38
2024 Q4	$841K	Buy	+17,362	New	+$848K	0.59%	39

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

L.K. Benson & Company's VTIP Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.7% in Q2 2026, buying an estimated $62.9K and bringing the position to 23,233 shares worth $1.17M. The position accounts for 0.35% of the portfolio, ranked #44.

L.K. Benson & Company first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

L.K. Benson & Company held 23,233 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.17M as of Q2 2026.
L.K. Benson & Company bought 1,252 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $62.9K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.35% of L.K. Benson & Company's portfolio in Q2 2026, its #44 holding.
L.K. Benson & Company first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.