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

Principal Securities’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 		$11.3M Buy
224,156
+21,279
+10% +$1.07M 0.14% 146
2026
Q1 		$10.1M Buy
202,877
+8,026
+4% +$399K 0.15% 133
2025
Q4 		$9.64M Buy
194,851
+9,883
+5% +$494K 0.15% 133
2025
Q3 		$9.36M Buy
184,968
+7,056
+4% +$355K 0.15% 124
2025
Q2 		$8.94M Buy
177,912
+166,130
+1,410% +$8.3M 0.17% 117
2025
Q1 		$570K Hold
11,782
– – 0.01% 727
2024
Q4 		$570K Sell
11,782
-4,520
-28% -$221K 0.01% 724
2024
Q3 		$804K Sell
16,302
-15,080
-48% -$734K 0.02% 607
2024
Q2 		$1.52M Sell
31,382
-34,032
-52% -$1.64M 0.04% 372
2024
Q1 		$3.13M Buy
65,414
+7,130
+12% +$339K 0.1% 201
2023
Q4 		$2.77M Buy
+58,284
New +$2.76M 0.1% 189

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Principal Securities's VTIP Position: Q2 2026 in Review

Principal Securities increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 10% in Q2 2026, buying an estimated $1.07M and bringing the position to 224,156 shares worth $11.3M. The position accounts for 0.14% of the portfolio, ranked #146.

Principal Securities first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Principal Securities held 224,156 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.3M as of Q2 2026.
  • Principal Securities bought 21,279 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.07M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.14% of Principal Securities's portfolio in Q2 2026, its #146 holding.
  • Principal Securities first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.