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

NKCFO 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	$20.9M	Buy	415,950 +10,500	+3%	+$528K	6.33%	4
2026 Q1	$20.3M	Buy	405,450 +43,750	+12%	+$2.18M	6%	4
2025 Q4	$17.9M	Hold	361,700	–	–	5.17%	6
2025 Q3	$18.3M	Hold	361,700	–	–	5.51%	5
2025 Q2	$18.2M	Hold	361,700	–	–	7.59%	3
2025 Q1	$18M	Buy	361,700 +175,200	+94%	+$8.6M	8.4%	2
2024 Q4	$9.03M	Buy	+186,500	New	+$9.11M	3.97%	7
2022 Q4	–	Sell	-292,500	Closed	-$14.1M	–	105
2022 Q3	$14.1M	Sell	292,500 -729,100	-71%	-$36.1M	6.51%	1
2022 Q2	$51.2M	Sell	1,021,600 -62,800	-6%	-$3.18M	18.03%	1
2022 Q1	$55.5M	Sell	1,084,400 -293,000	-21%	-$15M	17.26%	1
2021 Q4	$70.8M	Sell	1,377,400 -231,600	-14%	-$12.1M	22.74%	1
2021 Q3	$84.6M	Sell	1,609,000 -79,000	-5%	-$4.14M	28.32%	1
2021 Q2	$88.5M	Sell	1,688,000 -1,000	-0.1%	-$52.1K	29.72%	1
2021 Q1	$87.1M	Buy	1,689,000 +15,500	+0.9%	+$797K	32.91%	1
2020 Q4	$85.5M	Buy	1,673,500 +6,000	+0.4%	+$305K	33.89%	1
2020 Q3	$85.1M	Buy	1,667,500 +1,346,700	+420%	+$68.3M	36.93%	1
2020 Q2	$16.1M	Buy	320,800 +116,800	+57%	+$5.8M	10.88%	3
2020 Q1	$9.94M	Hold	204,000	–	–	9.27%	3
2019 Q4	$10.1M	Hold	204,000	–	–	7.34%	4
2019 Q3	$10M	Hold	204,000	–	–	7.37%	4
2019 Q2	$10.1M	Hold	204,000	–	–	7.58%	4
2019 Q1	$9.93M	Hold	204,000	–	–	6.83%	2
2018 Q4	$9.78M	Buy	+204,000	New	+$9.82M	7.58%	1

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

NKCFO LLC's VTIP Position: Q2 2026 in Review

NKCFO LLC increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.6% in Q2 2026, buying an estimated $528K and bringing the position to 415,950 shares worth $20.9M. The position accounts for 6.33% of the portfolio, ranked #4.

NKCFO LLC first reported a position in VTIP in Q4 2018 and has held it in 23 quarters since. The position peaked at $88.5M in Q2 2021. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

NKCFO LLC held 415,950 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $20.9M as of Q2 2026.
NKCFO LLC bought 10,500 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $528K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 6.33% of NKCFO LLC's portfolio in Q2 2026, its #4 holding.
NKCFO LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 23 quarters since.
NKCFO LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $88.5M in Q2 2021.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on NKCFO LLC's 13F filing for Q2 2026, filed 13 Aug 2026.