Ramsay Stattman Vela & Price’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ramsay Stattman Vela & Price’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	–	Sell	-5,165	Closed	-$258K	–	86
2026 Q1	$258K	Hold	5,165	–	–	0.05%	70
2025 Q4	$255K	Hold	5,165	–	–	0.05%	73
2025 Q3	$262K	Hold	5,165	–	–	0.05%	75
2025 Q2	$260K	Hold	5,165	–	–	0.05%	75
2025 Q1	$258K	Buy	5,165 +1,025	+25%	+$50.3K	0.05%	74
2024 Q4	$200K	Buy	+4,140	New	+$202K	0.04%	76

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

Ramsay Stattman Vela & Price's VTIP Position: Q2 2026 in Review

Ramsay Stattman Vela & Price sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 5,165 shares — an estimated $258K sold.

Ramsay Stattman Vela & Price first reported a position in VTIP in Q4 2024 and held it in 6 quarters. The position peaked at $262K in Q3 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Ramsay Stattman Vela & Price reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
Ramsay Stattman Vela & Price sold 5,165 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $258K.
Ramsay Stattman Vela & Price first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and held it in 6 quarters.
Ramsay Stattman Vela & Price's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $262K in Q3 2025.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Ramsay Stattman Vela & Price's 13F filing for Q2 2026, filed 4 Aug 2026.