SFM LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

SFM LLC’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	$4.18M	Buy	83,134 +3,125	+4%	+$157K	2.14%	11
2026 Q1	$4M	Buy	80,009 +7,028	+10%	+$349K	2.42%	12
2025 Q4	$3.61M	Buy	72,981 +3,753	+5%	+$188K	2.12%	13
2025 Q3	$3.51M	Sell	69,228 -377	-0.5%	-$19K	2.04%	12
2025 Q2	$3.5M	Buy	+69,605	New	+$3.48M	2.25%	10

Other funds holding VTIP

EWM

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

SFM LLC's VTIP Position: Q2 2026 in Review

SFM LLC increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.9% in Q2 2026, buying an estimated $157K and bringing the position to 83,134 shares worth $4.18M. The position accounts for 2.14% of the portfolio, ranked #11.

SFM LLC first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

SFM LLC held 83,134 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.18M as of Q2 2026.
SFM LLC bought 3,125 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $157K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.14% of SFM LLC's portfolio in Q2 2026, its #11 holding.
SFM LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 5 quarters since.
324 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.