Oak Family Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Oak Family Advisors’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	$2.38M	Buy	47,463 +8,845	+23%	+$445K	0.61%	48
2026 Q1	$1.93M	Buy	38,618 +33,285	+624%	+$1.66M	0.54%	49
2025 Q4	$264K	Sell	5,333 -1,754	-25%	-$87.7K	0.07%	95
2025 Q3	$359K	Buy	+7,087	New	+$357K	0.09%	85
2023 Q2	–	Sell	-69,569	Closed	-$3.33M	–	119
2023 Q1	$3.33M	Sell	69,569 -57,300	-45%	-$2.7M	1.64%	22
2022 Q4	$5.93M	Sell	126,869 -54,670	-30%	-$2.61M	3.17%	5
2022 Q3	$8.73M	Sell	181,539 -54,759	-23%	-$2.71M	4.67%	2
2022 Q2	$11.8M	Sell	236,298 -13,284	-5%	-$672K	5.96%	2
2022 Q1	$12.8M	Sell	249,582 -13,238	-5%	-$679K	5%	2
2021 Q4	$13.5M	Buy	262,820 +25,325	+11%	+$1.32M	5.05%	2
2021 Q3	$12.5M	Sell	237,495 -6,937	-3%	-$364K	4.56%	2
2021 Q2	$12.8M	Buy	244,432 +42,140	+21%	+$2.2M	5.35%	2
2021 Q1	$10.4M	Buy	202,292 +5,105	+3%	+$262K	4.53%	2
2020 Q4	$10.1M	Buy	+197,187	New	+$10M	5.21%	2

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

Oak Family Advisors's VTIP Position: Q2 2026 in Review

Oak Family Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 23% in Q2 2026, buying an estimated $445K and bringing the position to 47,463 shares worth $2.38M. The position accounts for 0.61% of the portfolio, ranked #48.

Oak Family Advisors first reported a position in VTIP in Q4 2020 and has held it in 14 quarters since. The position peaked at $13.5M in Q4 2021. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Oak Family Advisors held 47,463 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.38M as of Q2 2026.
Oak Family Advisors bought 8,845 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $445K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.61% of Oak Family Advisors's portfolio in Q2 2026, its #48 holding.
Oak Family Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 14 quarters since.
Oak Family Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13.5M in Q4 2021.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.