McDonald Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

McDonald Partners’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	$21.8K	Buy	+434	New	+$21.8K	0.01%	400
2022 Q3	–	Sell	-12,841	Closed	-$644K	–	292
2022 Q2	$644K	Sell	12,841 -150	-1%	-$7.59K	0.16%	160
2022 Q1	$665K	Buy	+12,991	New	+$666K	0.15%	169
2021 Q4	–	Sell	-9,272	Closed	-$488K	–	722
2021 Q3	$488K	Buy	9,272 +1,430	+18%	+$75K	0.11%	193
2021 Q2	$411K	Buy	7,842 +1,225	+19%	+$63.8K	0.1%	207
2021 Q1	$341K	Buy	6,617 +300	+5%	+$15.4K	0.09%	225
2020 Q4	$323K	Buy	+6,317	New	+$321K	0.09%	215

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

McDonald Partners's VTIP Position: Q2 2026 in Review

McDonald Partners opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 434 shares worth $21.8K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: McDonald Partners previously reported a position in VTIP as recently as Q2 2022.

McDonald Partners first reported a position in VTIP in Q4 2020 and has held it in 7 quarters since. The position peaked at $665K in Q1 2022. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

McDonald Partners held 434 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $21.8K as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new McDonald Partners position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #400 holding.
McDonald Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 7 quarters since.
McDonald Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $665K in Q1 2022.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.