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

Pathstone Holdings’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	$637K	Sell	12,680 -998	-7%	-$50.2K	﹤0.01%	1743
2026 Q1	$683K	Buy	13,678 +998	+8%	+$49.6K	﹤0.01%	1605
2025 Q4	$627K	Buy	12,680 +11	+0.1%	+$550	﹤0.01%	1652
2025 Q3	$641K	Buy	12,669 +3	+0%	+$151	﹤0.01%	1645
2025 Q2	$637K	Sell	12,666 -3,432	-21%	-$171K	﹤0.01%	1601
2025 Q1	$803K	Sell	16,098 -3,477	-18%	-$171K	﹤0.01%	1490
2024 Q4	$948K	Buy	19,575 +6	+0%	+$293	﹤0.01%	1394
2024 Q3	$965K	Buy	19,569 +4	+0%	+$195	﹤0.01%	1387
2024 Q2	$950K	Hold	19,565	–	–	﹤0.01%	1363
2024 Q1	$937K	Hold	19,565	–	–	﹤0.01%	1312
2023 Q4	$929K	Buy	+19,565	New	+$927K	0.01%	1117

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

Pathstone Holdings's VTIP Position: Q2 2026 in Review

Pathstone Holdings reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.3% in Q2 2026, selling an estimated $50.2K and leaving 12,680 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Pathstone Holdings first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $965K in Q3 2024. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Pathstone Holdings held 12,680 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $637K as of Q2 2026.
Pathstone Holdings sold 998 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $50.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1743 holding.
Pathstone Holdings first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 11 quarters since.
Pathstone Holdings's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $965K in Q3 2024.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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