Seven Post Investment Office’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Seven Post Investment Office’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 Q2	–	Sell	-57,614	Closed	-$2.87M	–	41
2025 Q1	$2.87M	Sell	57,614 -11,483	-17%	-$564K	1.1%	16
2024 Q4	$3.35M	Sell	69,097 -6,189	-8%	-$302K	1.28%	13
2024 Q3	$3.71M	Hold	75,286	–	–	0.56%	20
2024 Q2	$3.65M	Sell	75,286 -670	-0.9%	-$32.2K	0.68%	19
2024 Q1	$3.64M	Sell	75,956 -439	-0.6%	-$20.9K	0.89%	18
2023 Q4	$3.63M	Sell	76,395 -20,331	-21%	-$963K	0.91%	19
2023 Q3	$4.57M	Hold	96,726	–	–	1.26%	16
2023 Q2	$4.59M	Sell	96,726 -3,226	-3%	-$154K	1.4%	14
2023 Q1	$4.78M	Sell	99,952 -9,029	-8%	-$425K	1.72%	12
2022 Q4	$5.09M	Buy	108,981 +22,088	+25%	+$1.05M	1.79%	13
2022 Q3	$4.18M	Buy	86,893 +201	+0.2%	+$9.96K	1.63%	14
2022 Q2	$4.34M	Buy	86,692 +1,920	+2%	+$97.1K	1.62%	15
2022 Q1	$4.34M	Buy	+84,772	New	+$4.35M	1.32%	15

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WANY

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

Seven Post Investment Office's VTIP Position: Q2 2025 in Review

Seven Post Investment Office sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2025, closing a stake of 57,614 shares — an estimated $2.87M sold.

Seven Post Investment Office first reported a position in VTIP in Q1 2022 and held it in 13 quarters. The position peaked at $5.09M in Q4 2022. 829 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Seven Post Investment Office reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2025 after selling out during the quarter.
Seven Post Investment Office sold 57,614 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $2.87M.
Seven Post Investment Office first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 13 quarters.
Seven Post Investment Office's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.09M in Q4 2022.
829 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Seven Post Investment Office's 13F filing for Q2 2025, filed 15 Jul 2025.