NWM
VTIP icon

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

Northwest Wealth 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 		$30.1M Buy
599,305
+52,588
+10% +$2.64M 3.97% 5
2026
Q1 		$27.3M Buy
546,717
+48,980
+10% +$2.44M 4.1% 4
2025
Q4 		$24.6M Buy
497,737
+51,178
+11% +$2.56M 3.87% 5
2025
Q3 		$22.6M Buy
446,559
+12,926
+3% +$651K 3.73% 6
2025
Q2 		$21.8M Buy
433,633
+16,319
+4% +$815K 3.94% 5
2025
Q1 		$20.8M Buy
417,314
+62,314
+18% +$3.06M 4.15% 4
2024
Q4 		$17.2M Buy
355,000
+101,664
+40% +$4.97M 3.64% 5
2024
Q3 		$12.5M Buy
253,336
+37,475
+17% +$1.82M 2.91% 8
2024
Q2 		$10.5M Buy
215,861
+20,346
+10% +$978K 2.71% 8
2024
Q1 		$9.36M Sell
195,515
-14,676
-7% -$699K 2.57% 8
2023
Q4 		$9.98M Buy
210,191
+9,890
+5% +$468K 3.01% 5
2023
Q3 		$9.47M Buy
200,301
+13,403
+7% +$633K 3.41% 5
2023
Q2 		$8.86M Buy
186,898
+5,380
+3% +$256K 3.21% 5
2023
Q1 		$8.68M Buy
181,518
+47,232
+35% +$2.22M 3.31% 4
2022
Q4 		$6.27M Buy
134,286
+63,092
+89% +$3.01M 2.68% 6
2022
Q3 		$3.42M Buy
71,194
+30,638
+76% +$1.52M 1.51% 18
2022
Q2 		$2.03M Sell
40,556
-3,584
-8% -$181K 0.88% 39
2022
Q1 		$2.26M Buy
44,140
+18,220
+70% +$934K 1.11% 31
2021
Q4 		$1.33M Buy
25,920
+18,740
+261% +$975K 0.62% 43
2021
Q3 		$378K Buy
+7,180
New +$377K 0.19% 91

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Northwest Wealth Management's VTIP Position: Q2 2026 in Review

Northwest Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 9.6% in Q2 2026, buying an estimated $2.64M and bringing the position to 599,305 shares worth $30.1M. The position accounts for 3.97% of the portfolio, ranked #5.

Northwest Wealth Management first reported a position in VTIP in Q3 2021 and has held it in 20 quarters since. 427 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Northwest Wealth Management held 599,305 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $30.1M as of Q2 2026.
  • Northwest Wealth Management bought 52,588 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2.64M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.97% of Northwest Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Northwest Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and has held it in 20 quarters since.
  • 427 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.