LAM Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

LAM Group’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	$88.4K	Buy	1,760 +260	+17%	+$13.1K	0.04%	84
2026 Q1	$74.9K	Sell	1,500 -8,313	-85%	-$413K	0.04%	83
2025 Q4	$485K	Buy	+9,813	New	+$491K	0.28%	63
2025 Q2	–	Sell	-4,622	Closed	-$231K	–	74
2025 Q1	$231K	Sell	4,622 -895	-16%	-$43.9K	0.17%	71
2024 Q4	$267K	Sell	5,517 -1,286	-19%	-$62.8K	0.19%	70
2024 Q3	$335K	Sell	6,803 -1,338	-16%	-$65.2K	0.24%	68
2024 Q2	$395K	Sell	8,141 -4,694	-37%	-$226K	0.33%	62
2024 Q1	$615K	Sell	12,835 -5,074	-28%	-$242K	0.5%	49
2023 Q4	$851K	Sell	17,909 -21,464	-55%	-$1.02M	0.77%	32
2023 Q3	$1.86M	Sell	39,373 -4,715	-11%	-$223K	1.83%	18
2023 Q2	$2.09M	Sell	44,088 -2,433	-5%	-$116K	1.95%	17
2023 Q1	$2.22M	Buy	46,521 +350	+0.8%	+$16.5K	2.18%	17
2022 Q4	$2.16M	Buy	+46,171	New	+$2.2M	2.21%	17

Other funds holding VTIP

EWM

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 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

LAM Group's VTIP Position: Q2 2026 in Review

LAM Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 17% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,760 shares worth $88.4K. The position accounts for 0.04% of the portfolio, ranked #84.

LAM Group first reported a position in VTIP in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.22M in Q1 2023. 450 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

LAM Group held 1,760 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $88.4K as of Q2 2026.
LAM Group bought 260 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $13.1K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of LAM Group's portfolio in Q2 2026, its #84 holding.
LAM Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 13 quarters since.
LAM Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.22M in Q1 2023.
450 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.