Private Harbour Investment Management & Counsel’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Private Harbour Investment Management & Counsel’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	$626K	Buy	12,470 +75	+0.6%	+$3.77K	0.74%	30
2026 Q1	$619K	Hold	12,395	–	–	0.68%	31
2025 Q4	$613K	Buy	12,395 +25	+0.2%	+$1.25K	0.64%	32
2025 Q3	$626K	Sell	12,370 -500	-4%	-$25.2K	0.65%	33
2025 Q2	$647K	Hold	12,870	–	–	0.67%	34
2025 Q1	$642K	Sell	12,870 -50	-0.4%	-$2.45K	0.71%	32
2024 Q4	$626K	Hold	12,920	–	–	0.69%	32
2024 Q3	$637K	Sell	12,920 -250	-2%	-$12.2K	0.67%	31
2024 Q2	$639K	Hold	13,170	–	–	0.67%	32
2024 Q1	$631K	Sell	13,170 -750	-5%	-$35.7K	0.68%	34
2023 Q4	$661K	Sell	13,920 -500	-3%	-$23.7K	0.76%	34
2023 Q3	$682K	Hold	14,420	–	–	0.78%	34
2023 Q2	$684K	Sell	14,420 -305	-2%	-$14.5K	0.76%	35
2023 Q1	$704K	Hold	14,725	–	–	0.79%	36
2022 Q4	$688K	Hold	14,725	–	–	0.76%	39
2022 Q3	$708K	Hold	14,725	–	–	0.82%	40
2022 Q2	$738K	Sell	14,725 -400	-3%	-$20.2K	0.82%	40
2022 Q1	$775K	Hold	15,125	–	–	0.65%	47
2021 Q4	$777K	Buy	15,125 +1,000	+7%	+$52K	0.62%	49
2021 Q3	$743K	Hold	14,125	–	–	0.65%	46
2021 Q2	$740K	Buy	14,125 +1,324	+10%	+$69K	0.65%	48
2021 Q1	$660K	Buy	12,801 +4,625	+57%	+$238K	0.6%	47
2020 Q4	$418K	Hold	8,176	–	–	0.41%	49
2020 Q3	$417K	Hold	8,176	–	–	0.44%	49
2020 Q2	$410K	Hold	8,176	–	–	0.45%	49
2020 Q1	$398K	Buy	8,176 +3,500	+75%	+$172K	0.47%	52
2019 Q4	$230K	Hold	4,676	–	–	0.24%	61
2019 Q3	$229K	Hold	4,676	–	–	0.24%	63
2019 Q2	$231K	Sell	4,676 -500	-10%	-$24.5K	0.24%	66
2019 Q1	$252K	Sell	5,176 -500	-9%	-$24.1K	0.26%	67
2018 Q4	$272K	Sell	5,676 -250	-4%	-$12K	0.3%	66
2018 Q3	$287K	Hold	5,926	–	–	0.26%	68
2018 Q2	$289K	Sell	5,926 -953	-14%	-$46.6K	0.27%	69
2018 Q1	$336K	Sell	6,879 -1,059	-13%	-$51.6K	0.32%	67
2017 Q4	$388K	Buy	+7,938	New	+$393K	0.34%	68

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 Harbour Investment Management & Counsel's VTIP Position: Q2 2026 in Review

Private Harbour Investment Management & Counsel increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.61% in Q2 2026, buying an estimated $3.77K and bringing the position to 12,470 shares worth $626K. The position accounts for 0.74% of the portfolio, ranked #30.

Private Harbour Investment Management & Counsel first reported a position in VTIP in Q4 2017 and has held it in 35 quarters since. The position peaked at $777K in Q4 2021. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Private Harbour Investment Management & Counsel held 12,470 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $626K as of Q2 2026.
Private Harbour Investment Management & Counsel bought 75 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.77K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.74% of Private Harbour Investment Management & Counsel's portfolio in Q2 2026, its #30 holding.
Private Harbour Investment Management & Counsel first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 35 quarters since.
Private Harbour Investment Management & Counsel's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $777K in Q4 2021.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Private Harbour Investment Management & Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.