Northstar Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Northstar Group’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	$556K	Buy	11,078 +1	+0%	+$50	0.07%	103
2026 Q1	$553K	Hold	11,077	–	–	0.08%	101
2025 Q4	$548K	Buy	11,077 +16	+0.1%	+$800	0.07%	98
2025 Q3	$560K	Sell	11,061 -96	-0.9%	-$4.83K	0.08%	89
2025 Q2	$561K	Sell	11,157 -398	-3%	-$19.9K	0.09%	86
2025 Q1	$577K	Hold	11,555	–	–	0.09%	84
2024 Q4	$560K	Buy	11,555 +9	+0.1%	+$440	0.09%	85
2024 Q3	$569K	Sell	11,546 -13,267	-53%	-$646K	0.1%	86
2024 Q2	$1.2M	Sell	24,813 -13,703	-36%	-$659K	0.23%	55
2024 Q1	$1.84M	Sell	38,516 -5,100	-12%	-$243K	0.36%	51
2023 Q4	$2.07M	Sell	43,616 -10,733	-20%	-$508K	0.45%	43
2023 Q3	$2.57M	Sell	54,349 -70,524	-56%	-$3.33M	0.61%	37
2023 Q2	$5.92M	Sell	124,873 -19,953	-14%	-$951K	1.39%	15
2023 Q1	$6.93M	Sell	144,826 -38,371	-21%	-$1.81M	1.78%	12
2022 Q4	$8.56M	Sell	183,197 -2,294	-1%	-$109K	2.43%	6
2022 Q3	$8.92M	Sell	185,491 -2,372	-1%	-$118K	2.67%	7
2022 Q2	$9.41M	Buy	187,863 +2,134	+1%	+$108K	2.72%	6
2022 Q1	$9.51M	Buy	185,729 +3,200	+2%	+$164K	2.29%	8
2021 Q4	$9.38M	Buy	182,529 +13,124	+8%	+$683K	2.24%	8
2021 Q3	$8.91M	Buy	169,405 +1,518	+0.9%	+$79.6K	2.32%	8
2021 Q2	$8.8M	Sell	167,887 -5,503	-3%	-$287K	2.3%	7
2021 Q1	$8.94M	Buy	173,390 +33,949	+24%	+$1.75M	2.52%	6
2020 Q4	$7.13M	Buy	139,441 +5,676	+4%	+$289K	2.19%	8
2020 Q3	$6.83M	Buy	133,765 +18,810	+16%	+$954K	2.35%	7
2020 Q2	$5.77M	Buy	114,955 +20,275	+21%	+$1.01M	2.33%	7
2020 Q1	$4.54M	Buy	94,680 +2,210	+2%	+$109K	2.07%	8
2019 Q4	$4.56M	Sell	92,470 -3,693	-4%	-$182K	1.74%	12
2019 Q3	$4.72M	Sell	96,163 -1,442	-1%	-$71.3K	1.96%	8
2019 Q2	$4.81M	Sell	97,605 -8,182	-8%	-$401K	2.04%	8
2019 Q1	$5.15M	Buy	105,787 +7,150	+7%	+$345K	2.3%	5
2018 Q4	$4.73M	Buy	98,637 +16,080	+19%	+$774K	2.4%	4
2018 Q3	$4.18M	Buy	82,557 +23,960	+41%	+$1.17M	1.91%	8
2018 Q2	$2.89M	Buy	58,597 +19,997	+52%	+$978K	1.47%	15
2018 Q1	$1.99M	Buy	+38,600	New	+$1.88M	1.03%	29

Other funds holding VTIP

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Northstar Group's VTIP Position: Q2 2026 in Review

Northstar Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.01% in Q2 2026, buying an estimated $50 and bringing the position to 11,078 shares worth $556K. The position accounts for 0.07% of the portfolio, ranked #103.

Northstar Group first reported a position in VTIP in Q1 2018 and has held it in 34 quarters since. The position peaked at $9.51M in Q1 2022. 505 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Northstar Group held 11,078 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $556K as of Q2 2026.
Northstar Group bought 1 Vanguard Short-Term Inflation-Protected Securities Index Fund share in Q2 2026, an estimated $50.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Northstar Group's portfolio in Q2 2026, its #103 holding.
Northstar Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and has held it in 34 quarters since.
Northstar Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.51M in Q1 2022.
505 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.