Osaic Holdings’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Osaic Holdings’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	$59.5M	Buy	1,184,197 +253,524	+27%	+$12.7M	0.07%	285
2026 Q1	$46.5M	Buy	930,673 +22,131	+2%	+$1.1M	0.07%	303
2025 Q4	$44.9M	Sell	908,542 -12,419	-1%	-$621K	0.07%	300
2025 Q3	$46.6M	Buy	920,961 +454,023	+97%	+$22.9M	0.07%	309
2025 Q2	$23.5M	Buy	466,938 +16,969	+4%	+$847K	0.04%	443
2025 Q1	$22.5M	Buy	449,969 +95,978	+27%	+$4.71M	0.05%	385
2024 Q4	$17.1M	Buy	353,991 +18,043	+5%	+$881K	0.04%	453
2024 Q3	$16.6M	Sell	335,948 -111,087	-25%	-$5.41M	0.04%	478
2024 Q2	$21.7M	Sell	447,035 -276,432	-38%	-$13.3M	0.05%	368
2024 Q1	$34.6M	Sell	723,467 -437,366	-38%	-$20.8M	0.08%	255
2023 Q4	$55.1M	Sell	1,160,833 -400,164	-26%	-$19M	0.1%	197
2023 Q3	$73.8M	Buy	1,560,997 +253,523	+19%	+$12M	0.11%	173
2023 Q2	$62M	Sell	1,307,474 -429,743	-25%	-$20.5M	0.11%	176
2023 Q1	$83.1M	Sell	1,737,217 -3,091	-0.2%	-$146K	0.16%	131
2022 Q4	$81.3M	Buy	1,740,308 +93,116	+6%	+$4.44M	0.16%	130
2022 Q3	$79.2M	Sell	1,647,192 -759,748	-32%	-$37.6M	0.18%	113
2022 Q2	$121M	Buy	2,406,940 +656,722	+38%	+$33.2M	0.27%	75
2022 Q1	$86.7M	Buy	1,750,218 +284,835	+19%	+$14.6M	0.17%	114
2021 Q4	$75.3M	Buy	1,465,383 +137,821	+10%	+$7.17M	0.14%	145
2021 Q3	$69.8M	Buy	1,327,562 +159,449	+14%	+$8.36M	0.15%	144
2021 Q2	$61.2M	Buy	1,168,113 +167,964	+17%	+$8.75M	0.13%	161
2021 Q1	$51.5M	Buy	1,000,149 +132,838	+15%	+$6.83M	0.12%	177
2020 Q4	$44.3M	Sell	867,311 -203,978	-19%	-$10.4M	0.12%	178
2020 Q3	$54.6M	Buy	1,071,289 +258,135	+32%	+$13.1M	0.16%	132
2020 Q2	$40.7M	Buy	813,154 +349,601	+75%	+$17.4M	0.14%	157
2020 Q1	$22.8M	Buy	+463,553	New	+$22.8M	0.09%	215

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

Osaic Holdings's VTIP Position: Q2 2026 in Review

Osaic Holdings increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 27% in Q2 2026, buying an estimated $12.7M and bringing the position to 1,184,197 shares worth $59.5M. The position accounts for 0.07% of the portfolio, ranked #285.

Osaic Holdings first reported a position in VTIP in Q1 2020 and has held it in 26 quarters since. The position peaked at $121M in Q2 2022. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Osaic Holdings held 1,184,197 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $59.5M as of Q2 2026.
Osaic Holdings bought 253,524 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $12.7M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Osaic Holdings's portfolio in Q2 2026, its #285 holding.
Osaic Holdings first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $121M in Q2 2022.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.