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 Q2	$8.04M	Buy	160,035 +97,420	+156%	+$4.9M	7.8%	3
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 $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

Palladiem's VTIP Position: Q2 2026 in Review

Palladiem increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 156% in Q2 2026, buying an estimated $4.9M and bringing the position to 160,035 shares worth $8.04M. The position accounts for 7.8% of the portfolio, ranked #3.

Palladiem first reported a position in VTIP in Q3 2022 and has held it in 5 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Palladiem held 160,035 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.04M as of Q2 2026.
Palladiem bought 97,420 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $4.9M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 7.8% of Palladiem's portfolio in Q2 2026, its #3 holding.
Palladiem first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 5 quarters since.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.