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

Lodestone Wealth 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	$2.74M	Buy	54,468 +400	+0.7%	+$20.1K	0.97%	30
2026 Q1	$2.7M	Buy	54,068 +2,656	+5%	+$132K	1.07%	28
2025 Q4	$2.54M	Sell	51,412 -167	-0.3%	-$8.35K	1.04%	28
2025 Q3	$2.61M	Buy	51,579 +3,602	+8%	+$181K	1.17%	23
2025 Q2	$2.41M	Sell	47,977 -1,993	-4%	-$99.5K	1.17%	25
2025 Q1	$2.49M	Sell	49,970 -580	-1%	-$28.5K	1.33%	22
2024 Q4	$2.45M	Buy	50,550 +1,651	+3%	+$80.7K	1.23%	29
2024 Q3	$2.41M	Buy	48,899 +12,908	+36%	+$629K	1.21%	28
2024 Q2	$1.75M	Buy	35,991 +1,664	+5%	+$80K	0.92%	40
2024 Q1	$1.64M	Sell	34,327 -101	-0.3%	-$4.81K	0.86%	46
2023 Q4	$1.63M	Buy	34,428 +8,114	+31%	+$384K	0.95%	41
2023 Q3	$1.24M	Sell	26,314 -3,720	-12%	-$176K	0.87%	45
2023 Q2	$1.42M	Sell	30,034 -2,842	-9%	-$135K	0.98%	34
2023 Q1	$1.57M	Buy	32,876 +12	+0%	+$565	1.21%	33
2022 Q4	$1.54M	Buy	+32,864	New	+$1.57M	1.24%	33

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

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

Lodestone Wealth Management's VTIP Position: Q2 2026 in Review

Lodestone Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.74% in Q2 2026, buying an estimated $20.1K and bringing the position to 54,468 shares worth $2.74M. The position accounts for 0.97% of the portfolio, ranked #30.

Lodestone Wealth Management first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. 415 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Lodestone Wealth Management held 54,468 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.74M as of Q2 2026.
Lodestone Wealth Management bought 400 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $20.1K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.97% of Lodestone Wealth Management's portfolio in Q2 2026, its #30 holding.
Lodestone Wealth 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.
415 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.