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

Northwest Capital 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
2025 Q4	–	Sell	-433	Closed	-$21.9K	–	235
2025 Q3	$21.9K	Sell	433 -10	-2%	-$503	0.02%	159
2025 Q2	$22.3K	Sell	443 -2,870	-87%	-$143K	0.01%	219
2025 Q1	$165K	Sell	3,313 -671	-17%	-$32.9K	0.07%	125
2024 Q4	$193K	Hold	3,984	–	–	0.08%	111
2024 Q3	$196K	Sell	3,984 -70	-2%	-$3.41K	0.07%	109
2024 Q2	$197K	Sell	4,054 -2,050	-34%	-$98.6K	0.07%	104
2024 Q1	$292K	Sell	6,104 -134	-2%	-$6.38K	0.09%	97
2023 Q4	$296K	Sell	6,238 -34	-0.5%	-$1.61K	0.1%	86
2023 Q3	$297K	Sell	6,272 -826	-12%	-$39K	0.11%	87
2023 Q2	$337K	Sell	7,098 -465	-6%	-$22.2K	0.14%	80
2023 Q1	$362K	Sell	7,563 -7,346	-49%	-$346K	0.18%	73
2022 Q4	$696K	Sell	14,909 -1,799	-11%	-$85.7K	0.37%	48
2022 Q3	$804K	Buy	16,708 +604	+4%	+$29.9K	0.47%	42
2022 Q2	$807K	Sell	16,104 -3,405	-17%	-$172K	0.42%	43
2022 Q1	$999K	Sell	19,509 -272	-1%	-$13.9K	0.47%	41
2021 Q4	$1M	Sell	19,781 -23,371	-54%	-$1.22M	0.48%	41
2021 Q3	$2.25M	Buy	43,152 +295	+0.7%	+$15.5K	1.17%	19
2021 Q2	$2.25M	Buy	42,857 +1,836	+4%	+$95.7K	1.27%	18
2021 Q1	$2.11M	Buy	41,021 +328	+0.8%	+$16.9K	1.54%	16
2020 Q4	$2.08M	Sell	40,693 -3,136	-7%	-$160K	1.55%	15
2020 Q3	$2.24M	Buy	43,829 +701	+2%	+$35.6K	1.85%	13
2020 Q2	$2.16M	Buy	43,128 +4,989	+13%	+$248K	1.9%	13
2020 Q1	$1.86M	Sell	38,139 -6,990	-15%	-$343K	1.86%	15
2019 Q4	$2.22M	Buy	45,129 +19,787	+78%	+$974K	2.03%	13
2019 Q3	$1.24M	Buy	25,342 +1,765	+7%	+$87.2K	1.31%	18
2019 Q2	$1.16M	Buy	23,577 +153	+0.7%	+$7.49K	1.27%	17
2019 Q1	$1.14M	Sell	23,424 -41,402	-64%	-$2M	1.37%	17
2018 Q4	$3.11M	Sell	64,826 -1,523	-2%	-$73.3K	4.37%	7
2018 Q3	$3.21M	Sell	66,349 -3,289	-5%	-$161K	3.41%	9
2018 Q2	$3.4M	Sell	69,638 -47,534	-41%	-$2.32M	4.23%	7
2018 Q1	$5.73M	Buy	117,172 +9,740	+9%	+$474K	6.14%	3
2017 Q4	$5.25M	Buy	+107,432	New	+$5.31M	5.75%	3

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

EWM

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

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

Northwest Capital Management's VTIP Position: Q4 2025 in Review

Northwest Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 433 shares — an estimated $21.9K sold.

Northwest Capital Management first reported a position in VTIP in Q4 2017 and held it in 32 quarters. The position peaked at $5.73M in Q1 2018. 891 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Northwest Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 433 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $21.9K.
Northwest Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 32 quarters.
Northwest Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.73M in Q1 2018.
891 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.