Private Client Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Private Client Services’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	$2.67M	Sell	53,210 -31,161	-37%	-$1.57M	0.7%	34
2026 Q1	$4.21M	Buy	84,371 +4,251	+5%	+$211K	1.26%	15
2025 Q4	$3.96M	Buy	80,120 +1,644	+2%	+$82.2K	1.24%	18
2025 Q3	$3.97M	Buy	78,476 +8,546	+12%	+$430K	1.33%	18
2025 Q2	$3.52M	Sell	69,930 -4,441	-6%	-$222K	1.37%	16
2025 Q1	$3.71M	Buy	+74,371	New	+$3.65M	1.84%	12
2024 Q1	–	Sell	-7,462	Closed	-$354K	–	153
2023 Q4	$354K	Buy	+7,462	New	+$353K	0.29%	93

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

Private Client Services's VTIP Position: Q2 2026 in Review

Private Client Services reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 37% in Q2 2026, selling an estimated $1.57M and leaving 53,210 shares worth $2.67M. The position accounts for 0.7% of the portfolio, ranked #34.

Private Client Services first reported a position in VTIP in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.21M in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Private Client Services held 53,210 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.67M as of Q2 2026.
Private Client Services sold 31,161 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.57M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.7% of Private Client Services's portfolio in Q2 2026, its #34 holding.
Private Client Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 7 quarters since.
Private Client Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.21M in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.