Lynx Investment Advisory’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Lynx Investment Advisory’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 Q1	$231K	Sell	4,618 -3,919	-46%	-$195K	0.11%	169
2025 Q4	$422K	Buy	8,537 +1,771	+26%	+$88.6K	0.23%	102
2025 Q3	$343K	Sell	6,766 -267	-4%	-$13.4K	0.2%	105
2025 Q2	$354K	Buy	7,033 +140	+2%	+$6.99K	0.23%	95
2025 Q1	$344K	Sell	6,893 -381	-5%	-$18.7K	0.23%	91
2024 Q4	$352K	Buy	7,274 +65	+0.9%	+$3.18K	0.24%	94
2024 Q3	$355K	Buy	7,209 +1,272	+21%	+$61.9K	0.26%	87
2024 Q2	$288K	Buy	+5,937	New	+$286K	0.21%	99

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Lynx Investment Advisory's VTIP Position: Q1 2026 in Review

Lynx Investment Advisory reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 46% in Q1 2026, selling an estimated $195K and leaving 4,618 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #169.

Lynx Investment Advisory first reported a position in VTIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $422K in Q4 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Lynx Investment Advisory held 4,618 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $231K as of Q1 2026.
Lynx Investment Advisory sold 3,919 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $195K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.11% of Lynx Investment Advisory's portfolio in Q1 2026, its #169 holding.
Lynx Investment Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 8 quarters since.
Lynx Investment Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $422K in Q4 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.