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 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 $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

Pine Harbor Wealth Management's VTIP Position: Q1 2026 in Review

Pine Harbor Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.5% in Q1 2026, buying an estimated $3.93K and bringing the position to 5,350 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #86.

Pine Harbor Wealth Management first reported a position in VTIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.92M in Q4 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Pine Harbor Wealth Management held 5,350 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $267K as of Q1 2026.
Pine Harbor Wealth Management bought 79 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $3.93K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #86 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 10 quarters since.
Pine Harbor Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.92M in Q4 2023.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.