LL
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LPWM LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

LPWM LLC’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 		$18M Buy
359,230
+53,514
+18% +$2.69M 4% 7
2026
Q1 		$15.3M Buy
305,716
+29,905
+11% +$1.49M 3.85% 7
2025
Q4 		$13.6M Buy
275,811
+12,184
+5% +$609K 3.44% 6
2025
Q3 		$13.3M Buy
263,627
+6,276
+2% +$316K 3.56% 6
2025
Q2 		$12.9M Buy
257,351
+898
+0.4% +$44.8K 3.77% 6
2025
Q1 		$12.8M Buy
256,453
+7,266
+3% +$357K 4.12% 6
2024
Q4 		$12.1M Buy
249,187
+33,046
+15% +$1.61M 3.88% 5
2024
Q3 		$10.6M Buy
216,141
+11,009
+5% +$536K 3.47% 6
2024
Q2 		$9.9M Sell
205,132
-523
-0.3% -$25.2K 3.42% 6
2024
Q1 		$9.82M Buy
205,655
+4,199
+2% +$200K 3.61% 6
2023
Q4 		$9.54M Buy
201,456
+10,262
+5% +$486K 3.77% 6
2023
Q3 		$8.96M Buy
191,194
+2,796
+1% +$132K 4.03% 7
2023
Q2 		$8.87M Buy
188,398
+6,423
+4% +$306K 3.91% 7
2023
Q1 		$8.7M Buy
181,975
+8,105
+5% +$382K 4.18% 6
2022
Q4 		$8.14M Buy
173,870
+9,780
+6% +$466K 4.38% 6
2022
Q3 		$7.89M Sell
164,090
-2,646
-2% -$131K 4.7% 6
2022
Q2 		$8.24M Buy
166,736
+19,963
+14% +$1.01M 4.6% 6
2022
Q1 		$7.41M Buy
146,773
+5,508
+4% +$282K 3.69% 7
2021
Q4 		$7.26M Buy
141,265
+11,321
+9% +$589K 3.85% 6
2021
Q3 		$6.73M Buy
129,944
+3,274
+3% +$172K 4% 6
2021
Q2 		$6.59M Buy
126,670
+7,840
+7% +$409K 3.96% 6
2021
Q1 		$6.13M Buy
118,830
+3,231
+3% +$166K 4.12% 5
2020
Q4 		$5.91M Buy
115,599
+26,795
+30% +$1.36M 4.41% 5
2020
Q3 		$4.51M Buy
88,804
+8,617
+11% +$437K 3.66% 6
2020
Q2 		$4.02M Buy
80,187
+6,820
+9% +$339K 3.67% 6
2020
Q1 		$3.57M Sell
73,367
-3,586
-5% -$176K 3.89% 6
2019
Q4 		$3.79M Buy
+76,953
New +$3.79M 3.51% 7

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

LPWM LLC's VTIP Position: Q2 2026 in Review

LPWM LLC increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 18% in Q2 2026, buying an estimated $2.69M and bringing the position to 359,230 shares worth $18M. The position accounts for 4% of the portfolio, ranked #7.

LPWM LLC first reported a position in VTIP in Q4 2019 and has held it in 27 quarters since. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • LPWM LLC held 359,230 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $18M as of Q2 2026.
  • LPWM LLC bought 53,514 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2.69M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4% of LPWM LLC's portfolio in Q2 2026, its #7 holding.
  • LPWM LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 27 quarters since.
  • 946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.