Pekin Hardy Strauss’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Pekin Hardy Strauss’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	$1.58M	Buy	31,533 +3,580	+13%	+$178K	0.16%	153
2025 Q4	$1.38M	Buy	27,953 +1,550	+6%	+$77.5K	0.13%	160
2025 Q3	$1.34M	Sell	26,403 -1,385	-5%	-$69.7K	0.13%	154
2025 Q2	$1.4M	Sell	27,788 -322	-1%	-$16.1K	0.16%	140
2025 Q1	$1.4M	Sell	28,110 -340	-1%	-$16.7K	0.17%	133
2024 Q4	$1.38M	Sell	28,450 -3,590	-11%	-$175K	0.17%	129
2024 Q3	$1.58M	Sell	32,040 -663	-2%	-$32.3K	0.2%	113
2024 Q2	$1.59M	Sell	32,703 -1,295	-4%	-$62.3K	0.22%	108
2024 Q1	$1.63M	Sell	33,998 -4,888	-13%	-$233K	0.22%	109
2023 Q4	$1.85M	Sell	38,886 -36,175	-48%	-$1.71M	0.26%	94
2023 Q3	$3.55M	Sell	75,061 -15,173	-17%	-$717K	0.56%	56
2023 Q2	$4.28M	Sell	90,234 -8,300	-8%	-$396K	0.47%	44
2023 Q1	$4.71M	Sell	98,534 -8,106	-8%	-$382K	0.63%	42
2022 Q4	$4.98M	Buy	106,640 +23,061	+28%	+$1.1M	0.69%	41
2022 Q3	$4.02M	Sell	83,579 -220	-0.3%	-$10.9K	0.64%	48
2022 Q2	$4.2M	Buy	83,799 +250	+0.3%	+$12.6K	0.59%	48
2022 Q1	$4.28M	Buy	83,549 +1,875	+2%	+$96.2K	0.53%	48
2021 Q4	$4.2M	Buy	81,674 +7,331	+10%	+$382K	0.57%	46
2021 Q3	$3.91M	Buy	74,343 +6,864	+10%	+$360K	0.56%	48
2021 Q2	$3.54M	Buy	67,479 +505	+0.8%	+$26.3K	0.49%	55
2021 Q1	$3.45M	Buy	66,974 +3,076	+5%	+$158K	0.54%	47
2020 Q4	$3.27M	Buy	63,898 +8,294	+15%	+$422K	0.57%	45
2020 Q3	$2.84M	Buy	55,604 +44,295	+392%	+$2.25M	0.58%	46
2020 Q2	$567K	Buy	11,309 +2,380	+27%	+$118K	0.13%	136
2020 Q1	$435K	Sell	8,929 -1,145	-11%	-$56.2K	0.1%	128
2019 Q4	$496K	Hold	10,074	–	–	0.08%	145
2019 Q3	$494K	Buy	10,074 +35	+0.3%	+$1.73K	0.1%	137
2019 Q2	$495K	Buy	10,039 +407	+4%	+$19.9K	0.1%	134
2019 Q1	$469K	Sell	9,632 -5,065	-34%	-$245K	0.04%	135
2018 Q4	$704K	Buy	14,697 +895	+6%	+$43.1K	0.12%	103
2018 Q3	$668K	Buy	13,802 +1,403	+11%	+$68.5K	0.12%	116
2018 Q2	$606K	Buy	12,399 +2,690	+28%	+$132K	0.12%	113
2018 Q1	$475K	Buy	9,709 +40	+0.4%	+$1.95K	0.09%	129
2017 Q4	$472K	Buy	9,669 +2,300	+31%	+$114K	0.09%	125
2017 Q3	$364K	Buy	7,369 +1,280	+21%	+$63.2K	0.07%	137
2017 Q2	$300K	Buy	6,089 +280	+5%	+$13.8K	0.05%	141
2017 Q1	$287K	Buy	+5,809	New	+$286K	0.06%	145

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

Pekin Hardy Strauss's VTIP Position: Q1 2026 in Review

Pekin Hardy Strauss increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 13% in Q1 2026, buying an estimated $178K and bringing the position to 31,533 shares worth $1.58M. The position accounts for 0.16% of the portfolio, ranked #153.

Pekin Hardy Strauss first reported a position in VTIP in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.98M in Q4 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Pekin Hardy Strauss held 31,533 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.58M as of Q1 2026.
Pekin Hardy Strauss bought 3,580 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $178K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.16% of Pekin Hardy Strauss's portfolio in Q1 2026, its #153 holding.
Pekin Hardy Strauss first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and has held it in 37 quarters since.
Pekin Hardy Strauss's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.98M in Q4 2022.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.