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

Rockefeller 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
2026 Q2	$9.5M	Buy	189,114 +12,919	+7%	+$649K	0.01%	744
2026 Q1	$8.8M	Sell	176,195 -5,439	-3%	-$270K	0.02%	721
2025 Q4	$8.98M	Buy	181,634 +9,586	+6%	+$479K	0.02%	694
2025 Q3	$8.71M	Buy	172,048 +12,790	+8%	+$644K	0.02%	666
2025 Q2	$8.53M	Buy	159,258 +136,677	+605%	+$6.83M	0.02%	653
2025 Q1	$1.13M	Sell	22,581 -6,995	-24%	-$343K	﹤0.01%	1224
2024 Q4	$1.43M	Sell	29,576 -2,388	-7%	-$117K	﹤0.01%	1138
2024 Q3	$1.58M	Sell	31,964 -3,371	-10%	-$164K	﹤0.01%	1081
2024 Q2	$1.72M	Sell	35,335 -3,578	-9%	-$172K	﹤0.01%	1035
2024 Q1	$1.86M	Sell	38,913 -35,739	-48%	-$1.7M	0.01%	1041
2023 Q4	$3.55M	Buy	74,652 +38,263	+105%	+$1.81M	0.01%	730
2023 Q3	$1.72M	Buy	36,389 +2,405	+7%	+$114K	0.01%	893
2023 Q2	$1.61M	Buy	33,984 +2,241	+7%	+$107K	0.01%	920
2023 Q1	$1.52M	Sell	31,743 -30,449	-49%	-$1.43M	0.01%	917
2022 Q4	$2.9M	Buy	62,192 +21,569	+53%	+$1.03M	0.01%	640
2022 Q3	$1.95M	Sell	40,623 -4,619	-10%	-$229K	0.01%	767
2022 Q2	$2.27M	Buy	45,242 +415	+0.9%	+$21K	0.01%	730
2022 Q1	$2.29M	Buy	44,827 +10,513	+31%	+$539K	0.01%	758
2021 Q4	$1.76M	Buy	34,314 +6,302	+22%	+$328K	0.01%	849
2021 Q3	$1.47M	Buy	28,012 +4,759	+20%	+$250K	0.01%	859
2021 Q2	$1.22M	Buy	23,253 +19,768	+567%	+$1.03M	0.01%	859
2021 Q1	$179K	Buy	3,485 +1,123	+48%	+$57.7K	﹤0.01%	1368
2020 Q4	$120K	Buy	2,362 +5	+0.2%	+$254	﹤0.01%	1371
2020 Q3	$120K	Buy	2,357 +545	+30%	+$27.6K	﹤0.01%	1193
2020 Q2	$91K	Buy	1,812 +1,542	+571%	+$76.6K	﹤0.01%	1198
2020 Q1	$13K	Buy	270 +244	+938%	+$12K	﹤0.01%	1668
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	2012
2019 Q3	$1K	Buy	+26	New	+$1.28K	﹤0.01%	1884

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

Rockefeller Capital Management's VTIP Position: Q2 2026 in Review

Rockefeller Capital Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.3% in Q2 2026, buying an estimated $649K and bringing the position to 189,114 shares worth $9.5M. The position accounts for 0.01% of the portfolio, ranked #744.

Rockefeller Capital Management first reported a position in VTIP in Q3 2019 and has held it in 28 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Rockefeller Capital Management held 189,114 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.5M as of Q2 2026.
Rockefeller Capital Management bought 12,919 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $649K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #744 holding.
Rockefeller Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2019 and has held it in 28 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.