Pasadena Private Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Pasadena Private Wealth’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	$2.71M	Buy	53,903 +28,415	+111%	+$1.43M	0.34%	45
2026 Q1	$1.27M	Buy	+25,488	New	+$1.27M	0.18%	72
2025 Q1	–	Sell	-6,989	Closed	-$338K	–	204
2024 Q4	$338K	Sell	6,989 -174,780	-96%	-$8.54M	0.07%	116
2024 Q3	$8.96M	Buy	181,769 +131,101	+259%	+$6.38M	1.91%	13
2024 Q2	$2.46M	Sell	50,668 -131,232	-72%	-$6.31M	0.57%	30
2024 Q1	$8.71M	Buy	181,900 +7,468	+4%	+$355K	2%	15
2023 Q4	$8.28M	Sell	174,432 -1,871	-1%	-$88.6K	2.02%	11
2023 Q3	$8.34M	Sell	176,303 -195,096	-53%	-$9.22M	2.5%	12
2023 Q2	$17.6M	Buy	371,399 +65,790	+22%	+$3.14M	4.96%	6
2023 Q1	$14.6M	Buy	305,609 +298,936	+4,480%	+$14.1M	4.23%	9
2022 Q4	$312K	Sell	6,673 -155,742	-96%	-$7.42M	0.1%	68
2022 Q3	$7.81M	Sell	162,415 -2,326	-1%	-$115K	2.75%	13
2022 Q2	$8.26M	Sell	164,741 -33,848	-17%	-$1.71M	2.83%	10
2022 Q1	$10.2M	Sell	198,589 -8,468	-4%	-$434K	3.31%	9
2021 Q4	$10.6M	Sell	207,057 -30,427	-13%	-$1.58M	3.48%	8
2021 Q3	$12.5M	Buy	237,484 +117,851	+99%	+$6.18M	4.37%	8
2021 Q2	$6.27M	Sell	119,633 -5,973	-5%	-$311K	2.15%	11
2021 Q1	$6.47M	Sell	125,606 -10,588	-8%	-$544K	2.34%	11
2020 Q4	$6.96M	Buy	136,194 +554	+0.4%	+$28.2K	2.63%	12
2020 Q3	$6.92M	Buy	135,640 +50,382	+59%	+$2.56M	2.69%	13
2020 Q2	$4.28M	Buy	85,258 +79,549	+1,393%	+$3.95M	1.62%	17
2020 Q1	$282K	Buy	+5,709	New	+$280K	0.12%	56

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

Pasadena Private Wealth's VTIP Position: Q2 2026 in Review

Pasadena Private Wealth increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 111% in Q2 2026, buying an estimated $1.43M and bringing the position to 53,903 shares worth $2.71M. The position accounts for 0.34% of the portfolio, ranked #45.

Pasadena Private Wealth first reported a position in VTIP in Q1 2020 and has held it in 22 quarters since. The position peaked at $17.6M in Q2 2023. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Pasadena Private Wealth held 53,903 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.71M as of Q2 2026.
Pasadena Private Wealth bought 28,415 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.43M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.34% of Pasadena Private Wealth's portfolio in Q2 2026, its #45 holding.
Pasadena Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 22 quarters since.
Pasadena Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $17.6M in Q2 2023.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.