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

Lodestar Private 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	$2.65M	Buy	52,671 +1,347	+3%	+$67.7K	0.23%	70
2026 Q1	$2.56M	Buy	51,324 +1,546	+3%	+$76.9K	0.25%	68
2025 Q4	$2.46M	Buy	49,778 +2,626	+6%	+$131K	0.25%	70
2025 Q3	$2.39M	Buy	47,152 +1,430	+3%	+$72K	0.25%	70
2025 Q2	$2.3M	Buy	45,722 +944	+2%	+$47.1K	0.26%	67
2025 Q1	$2.23M	Buy	44,778 +628	+1%	+$30.8K	0.28%	66
2024 Q4	$2.14M	Buy	44,150 +1,412	+3%	+$69K	0.27%	69
2024 Q3	$2.11M	Buy	42,738 +280	+0.7%	+$13.6K	0.27%	68
2024 Q2	$2.06M	Buy	42,458 +866	+2%	+$41.6K	0.28%	70
2024 Q1	$1.99M	Buy	41,592 +1,079	+3%	+$51.4K	0.28%	67
2023 Q4	$1.92M	Buy	40,513 +4,861	+14%	+$230K	0.3%	69
2023 Q3	$1.69M	Sell	35,652 -7,038	-16%	-$333K	0.29%	69
2023 Q2	$2.02M	Sell	42,690 -3,422	-7%	-$163K	0.34%	64
2023 Q1	$2.21M	Sell	46,112 -6,402	-12%	-$301K	0.39%	58
2022 Q4	$2.45M	Buy	+52,514	New	+$2.5M	0.47%	52

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

Lodestar Private Asset Management's VTIP Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.6% in Q2 2026, buying an estimated $67.7K and bringing the position to 52,671 shares worth $2.65M. The position accounts for 0.23% of the portfolio, ranked #70.

Lodestar Private Asset Management first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Lodestar Private Asset Management held 52,671 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.65M as of Q2 2026.
Lodestar Private Asset Management bought 1,347 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $67.7K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.23% of Lodestar Private Asset Management's portfolio in Q2 2026, its #70 holding.
Lodestar Private 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.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.