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

Palladiem’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 Q1	$3.13M	Sell	62,615 -2,167	-3%	-$108K	2.99%	14
2025 Q4	$3.2M	Buy	+64,782	New	+$3.24M	3.04%	12
2023 Q1	–	Sell	-150,071	Closed	-$7.01M	–	62
2022 Q4	$7.01M	Sell	150,071 -1,629	-1%	-$77.6K	7.28%	3
2022 Q3	$7.3M	Buy	+151,700	New	+$7.52M	7.66%	3

Other funds holding VTIP

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Palladiem's VTIP Position: Q1 2026 in Review

Palladiem reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.3% in Q1 2026, selling an estimated $108K and leaving 62,615 shares worth $3.13M. The position accounts for 2.99% of the portfolio, ranked #14.

Palladiem first reported a position in VTIP in Q3 2022 and has held it in 4 quarters since. The position peaked at $7.3M in Q3 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Palladiem held 62,615 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.13M as of Q1 2026.
Palladiem sold 2,167 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $108K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.99% of Palladiem's portfolio in Q1 2026, its #14 holding.
Palladiem first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 4 quarters since.
Palladiem's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.3M in Q3 2022.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Palladiem's 13F filing for Q1 2026, filed 6 May 2026.