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Shotwell Rutter Baer’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Shotwell Rutter Baer’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 		$5.61M Buy
111,644
+1,855
+2% +$93.2K 3.08% 13
2026
Q1 		$5.48M Buy
109,789
+5,309
+5% +$264K 3.22% 12
2025
Q4 		$5.17M Buy
104,480
+12,246
+13% +$612K 3.11% 12
2025
Q3 		$4.62M Buy
92,234
+1,586
+2% +$79.8K 2.98% 13
2025
Q2 		$4.51M Buy
90,648
+1,476
+2% +$73.7K 3.07% 13
2025
Q1 		$4.45M Buy
89,172
+1,327
+2% +$65.1K 3.93% 11
2024
Q4 		$4.26M Buy
87,845
+2,657
+3% +$130K 3.59% 11
2024
Q3 		$4.16M Buy
85,188
+3,141
+4% +$153K 3.42% 12
2024
Q2 		$3.96M Buy
+82,047
New +$3.95M 3.51% 12
2024
Q1 		– Sell
-78,994
Closed -$3.77M – 35
2023
Q4 		$3.77M Buy
+78,994
New +$3.74M 3.59% 12

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Shotwell Rutter Baer's VTIP Position: Q2 2026 in Review

Shotwell Rutter Baer increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.7% in Q2 2026, buying an estimated $93.2K and bringing the position to 111,644 shares worth $5.61M. The position accounts for 3.08% of the portfolio, ranked #13.

Shotwell Rutter Baer first reported a position in VTIP in Q4 2023 and has held it in 10 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Shotwell Rutter Baer held 111,644 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $5.61M as of Q2 2026.
  • Shotwell Rutter Baer bought 1,855 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $93.2K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.08% of Shotwell Rutter Baer's portfolio in Q2 2026, its #13 holding.
  • Shotwell Rutter Baer first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 10 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.