Lakewood Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Lakewood Asset Management’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	$2.68M	Sell	53,286 -4,353	-8%	-$219K	1.47%	22
2026 Q1	$2.88M	Buy	57,639 +4,507	+8%	+$224K	1.84%	16
2025 Q4	$2.63M	Buy	53,132 +4,707	+10%	+$235K	1.54%	22
2025 Q3	$2.45M	Buy	48,425 +3,370	+7%	+$170K	1.48%	20
2025 Q2	$2.26M	Buy	45,055 +5,512	+14%	+$275K	1.51%	20
2025 Q1	$1.97M	Buy	39,543 +7,738	+24%	+$380K	1.33%	25
2024 Q4	$1.54M	Buy	31,805 +2,819	+10%	+$138K	1.06%	27
2024 Q3	$1.43M	Buy	28,986 +1,060	+4%	+$51.6K	0.98%	31
2024 Q2	$1.36M	Buy	27,926 +2,442	+10%	+$117K	0.95%	31
2024 Q1	$1.22M	Sell	25,484 -1,041	-4%	-$49.6K	0.83%	39
2023 Q4	$1.26M	Buy	26,525 +61	+0.2%	+$2.89K	0.98%	31
2023 Q3	$1.25M	Buy	26,464 +4,579	+21%	+$216K	1.02%	30
2023 Q2	$1.04M	Buy	21,885 +826	+4%	+$39.4K	0.82%	44
2023 Q1	$1.01M	Buy	21,059 +20	+0.1%	+$942	0.84%	42
2022 Q4	$983K	Buy	+21,039	New	+$1M	0.79%	39

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

Lakewood Asset Management's VTIP Position: Q2 2026 in Review

Lakewood Asset Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.6% in Q2 2026, selling an estimated $219K and leaving 53,286 shares worth $2.68M. The position accounts for 1.47% of the portfolio, ranked #22.

Lakewood Asset Management first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.88M in Q1 2026. 951 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Lakewood Asset Management held 53,286 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.68M as of Q2 2026.
Lakewood Asset Management sold 4,353 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $219K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.47% of Lakewood Asset Management's portfolio in Q2 2026, its #22 holding.
Lakewood Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 15 quarters since.
Lakewood Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.88M in Q1 2026.
951 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.