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

Pallas Capital 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 Q1	$791K	Sell	15,829 -31	-0.2%	-$1.54K	0.03%	375
2025 Q4	$784K	Sell	15,860 -559	-3%	-$27.9K	0.03%	417
2025 Q3	$831K	Hold	16,419	–	–	0.03%	384
2025 Q2	$825K	Hold	16,419	–	–	0.03%	374
2025 Q1	$819K	Hold	16,419	–	–	0.03%	338
2024 Q4	$795K	Sell	16,419 -1,235	-7%	-$60.3K	0.03%	283
2024 Q3	$862K	Sell	17,654 -94	-0.5%	-$4.58K	0.04%	250
2024 Q2	$858K	Sell	17,748 -100	-0.6%	-$4.81K	0.04%	225
2024 Q1	$855K	Sell	17,848 -321,229	-95%	-$15.3M	0.04%	222
2023 Q4	$16.1M	Buy	339,077 +41,313	+14%	+$1.96M	0.86%	13
2023 Q3	$14M	Buy	297,764 +286,800	+2,616%	+$13.6M	0.86%	14
2023 Q2	$518K	Sell	10,964 -66	-0.6%	-$3.15K	0.02%	193
2023 Q1	$528K	Sell	11,030 -47,983	-81%	-$2.26M	0.05%	179
2022 Q4	$2.78M	Buy	59,013 +51,112	+647%	+$2.44M	0.28%	81
2022 Q3	$375K	Buy	+7,901	New	+$391K	0.04%	190

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

Pallas Capital Advisors's VTIP Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.2% in Q1 2026, selling an estimated $1.54K and leaving 15,829 shares worth $791K. The position accounts for 0.03% of the portfolio, ranked #375.

Pallas Capital Advisors first reported a position in VTIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $16.1M in Q4 2023. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Pallas Capital Advisors held 15,829 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $791K as of Q1 2026.
Pallas Capital Advisors sold 31 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $1.54K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Pallas Capital Advisors's portfolio in Q1 2026, its #375 holding.
Pallas Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 15 quarters since.
Pallas Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $16.1M in Q4 2023.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.