Rappaport Reiches Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Rappaport Reiches Capital 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
2025 Q1	$28.7M	Buy	574,887 +17,972	+3%	+$882K	7.17%	4
2024 Q4	$27M	Buy	556,915 +31,986	+6%	+$1.56M	6.96%	4
2024 Q3	$25.9M	Buy	524,929 +20,395	+4%	+$993K	6.88%	4
2024 Q2	$24.5M	Buy	504,534 +25,093	+5%	+$1.21M	7.22%	4
2024 Q1	$23M	Buy	479,441 +14,559	+3%	+$693K	7.19%	4
2023 Q4	$22.1M	Buy	464,882 +24,518	+6%	+$1.16M	8.08%	4
2023 Q3	$20.8M	Buy	440,364 +11,815	+3%	+$558K	8.77%	3
2023 Q2	$20.3M	Buy	428,549 +21,526	+5%	+$1.03M	8.48%	3
2023 Q1	$19.5M	Buy	407,023 +54,970	+16%	+$2.59M	8.63%	3
2022 Q4	$16.4M	Buy	352,053 +23,399	+7%	+$1.11M	8.12%	4
2022 Q3	$15.8M	Buy	328,654 +23,268	+8%	+$1.15M	8.03%	4
2022 Q2	$15.3M	Buy	305,386 +30,634	+11%	+$1.55M	7.67%	4
2022 Q1	$14.1M	Buy	274,752 +161,890	+143%	+$8.3M	7.5%	5
2021 Q4	$5.8M	Buy	112,862 +7,834	+7%	+$408K	4.99%	3
2021 Q3	$5.52M	Buy	105,028 +1,122	+1%	+$58.9K	5.46%	3
2021 Q2	$5.45M	Buy	+103,906	New	+$5.42M	5.73%	4

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Rappaport Reiches Capital Management's VTIP Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.2% in Q1 2025, buying an estimated $882K and bringing the position to 574,887 shares worth $28.7M. The position accounts for 7.17% of the portfolio, ranked #4.

Rappaport Reiches Capital Management first reported a position in VTIP in Q2 2021 and has held it in 16 quarters since. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Rappaport Reiches Capital Management held 574,887 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $28.7M as of Q1 2025.
Rappaport Reiches Capital Management bought 17,972 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $882K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 7.17% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #4 holding.
Rappaport Reiches Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 16 quarters since.
786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.