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

Satovsky Asset 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 Q1	$85.4M	Buy	1,709,627 +53,759	+3%	+$2.67M	15.07%	2
2025 Q4	$81.9M	Buy	1,655,868 +59,489	+4%	+$2.97M	15.87%	2
2025 Q3	$80.8M	Buy	1,596,379 +58,598	+4%	+$2.95M	16.13%	2
2025 Q2	$77.3M	Buy	1,537,781 +20,722	+1%	+$1.03M	16.46%	2
2025 Q1	$75.8M	Buy	1,517,059 +32,287	+2%	+$1.58M	16.95%	2
2024 Q4	$72M	Buy	1,484,772 +19,712	+1%	+$963K	16.47%	2
2024 Q3	$72.2M	Buy	1,465,060 +30,826	+2%	+$1.5M	16.28%	2
2024 Q2	$69.6M	Buy	1,434,234 +328,106	+30%	+$15.8M	16.73%	2
2024 Q1	$53M	Buy	1,106,128 +52,159	+5%	+$2.48M	15.5%	3
2023 Q4	$50.1M	Buy	1,053,969 +25,500	+2%	+$1.21M	15.58%	3
2023 Q3	$48.6M	Buy	1,028,469 +25,600	+3%	+$1.21M	16.47%	3
2023 Q2	$47.6M	Buy	1,002,869 +27,616	+3%	+$1.32M	16.07%	3
2023 Q1	$47M	Buy	975,253 +58,940	+6%	+$2.78M	17.49%	2
2022 Q4	$42.6M	Buy	916,313 +776,266	+554%	+$37M	17.65%	3
2022 Q3	$6.74M	Buy	140,047 +88,025	+169%	+$4.36M	3.87%	6
2022 Q2	$2.62M	Buy	52,022 +26,483	+104%	+$1.34M	1.53%	7
2022 Q1	$1.31M	Buy	+25,539	New	+$1.31M	0.88%	12

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

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

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Satovsky Asset Management's VTIP Position: Q1 2026 in Review

Satovsky Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.2% in Q1 2026, buying an estimated $2.67M and bringing the position to 1,709,627 shares worth $85.4M. The position accounts for 15.07% of the portfolio, ranked #2.

Satovsky Asset Management first reported a position in VTIP in Q1 2022 and has held it in 17 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Satovsky Asset Management held 1,709,627 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $85.4M as of Q1 2026.
Satovsky Asset Management bought 53,759 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $2.67M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 15.07% of Satovsky Asset Management's portfolio in Q1 2026, its #2 holding.
Satovsky Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 17 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.