Pine Harbor Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Pine Harbor Wealth Management’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	$269K	Buy	5,358 +8	+0.1%	+$402	0.07%	92
2026 Q1	$267K	Buy	5,350 +79	+1%	+$3.93K	0.08%	86
2025 Q4	$261K	Buy	5,271 +224	+4%	+$11.2K	0.08%	88
2025 Q3	$256K	Sell	5,047 -2,048	-29%	-$103K	0.08%	92
2025 Q2	$357K	Sell	7,095 -483	-6%	-$24.1K	0.13%	69
2025 Q1	$378K	Sell	7,578 -8,546	-53%	-$419K	0.15%	60
2024 Q4	$781K	Sell	16,124 -5,263	-25%	-$257K	0.31%	36
2024 Q3	$1.05M	Sell	21,387 -26,912	-56%	-$1.31M	0.52%	33
2024 Q2	$2.34M	Sell	48,299 -8,311	-15%	-$400K	1.38%	17
2024 Q1	$2.71M	Sell	56,610 -89,057	-61%	-$4.24M	1.71%	14
2023 Q4	$6.92M	Buy	+145,667	New	+$6.9M	5.27%	4

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

Pine Harbor Wealth Management's VTIP Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.15% in Q2 2026, buying an estimated $402 and bringing the position to 5,358 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #92.

Pine Harbor Wealth Management first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.92M in Q4 2023. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Pine Harbor Wealth Management held 5,358 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $269K as of Q2 2026.
Pine Harbor Wealth Management bought 8 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $402.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #92 holding.
Pine Harbor Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 11 quarters since.
Pine Harbor Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.92M in Q4 2023.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.