O'Shaughnessy Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

O'Shaughnessy Asset 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	$1.53M	Buy	30,538 +21,420	+235%	+$1.08M	0.01%	1046
2026 Q1	$455K	Sell	9,118 -9,722	-52%	-$483K	﹤0.01%	1573
2025 Q4	$932K	Buy	18,840 +11,085	+143%	+$554K	0.01%	1182
2025 Q3	$393K	Buy	7,755 +692	+10%	+$34.8K	﹤0.01%	1610
2025 Q2	$355K	Buy	+7,063	New	+$353K	﹤0.01%	1551

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

O'Shaughnessy Asset Management's VTIP Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 235% in Q2 2026, buying an estimated $1.08M and bringing the position to 30,538 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #1046.

O'Shaughnessy Asset Management first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

O'Shaughnessy Asset Management held 30,538 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.53M as of Q2 2026.
O'Shaughnessy Asset Management bought 21,420 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.08M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1046 holding.
O'Shaughnessy Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 5 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.