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 Q3	$82.7K	Sell	1,680 -80	-5%	-$3.97K	0.04%	84
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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

LAM Group's VTIP Position: Q3 2026 in Review

LAM Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.5% in Q3 2026, selling an estimated $3.97K and leaving 1,680 shares worth $82.7K. 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 14 quarters since. The position peaked at $2.22M in Q1 2023. 428 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

LAM Group held 1,680 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $82.7K as of Q3 2026.
LAM Group sold 80 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $3.97K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of LAM Group's portfolio in Q3 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 14 quarters since.
LAM Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.22M in Q1 2023.
428 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.