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

McLean 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 		$12.7M Buy
+256,247
New +$12.9M 1.68% 19
2025
Q1 		– Sell
-5,347
Closed -$259K – 160
2024
Q4 		$259K Sell
5,347
-140
-3% -$6.84K 0.08% 131
2024
Q3 		$268K Sell
5,487
-114
-2% -$5.55K 0.08% 129
2024
Q2 		$270K Sell
5,601
-1,167
-17% -$56.1K 0.09% 121
2024
Q1 		$324K Buy
6,768
+48
+0.7% +$2.29K 0.11% 99
2023
Q4 		$318K Sell
6,720
-11
-0.2% -$521 0.12% 93
2023
Q3 		$316K Buy
6,731
+42
+0.6% +$1.99K 0.13% 89
2023
Q2 		$317K Hold
6,689
– – 0.12% 92
2023
Q1 		$320K Sell
6,689
-17,433
-72% -$821K 0.13% 88
2022
Q4 		$1.13M Buy
24,122
+2,658
+12% +$127K 0.38% 34
2022
Q3 		$1.02M Buy
21,464
+8,528
+66% +$422K 0.39% 32
2022
Q2 		$639K Buy
12,936
+1,649
+15% +$83.4K 0.25% 43
2022
Q1 		$578K Sell
11,287
-214
-2% -$11K 0.43% 42
2021
Q4 		$588K Buy
11,501
+1,215
+12% +$63.2K 0.23% 47
2021
Q3 		$537K Buy
10,286
+6
+0.1% +$315 0.21% 52
2021
Q2 		$537K Buy
10,280
+5,477
+114% +$285K 0.24% 44
2021
Q1 		$249K Buy
+4,803
New +$247K 0.2% 85

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

McLean Asset Management's VTIP Position: Q2 2026 in Review

McLean Asset Management opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 256,247 shares worth $12.7M. The stake represents 1.68% of the portfolio and ranks #19 among its holdings. This is a return to the name: McLean Asset Management previously reported a position in VTIP as recently as Q4 2024.

McLean Asset Management first reported a position in VTIP in Q1 2021 and has held it in 17 quarters since. 951 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • McLean Asset Management held 256,247 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $12.7M as of Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new McLean Asset Management position in Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.68% of McLean Asset Management's portfolio in Q2 2026, its #19 holding.
  • McLean Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 17 quarters since.
  • 951 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.