Silver Oak Advisory Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Silver Oak Advisory Group’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	$2.29M	Buy	45,810 +2,163	+5%	+$108K	0.99%	16
2025 Q4	$2.16M	Sell	43,647 -472	-1%	-$23.6K	0.98%	17
2025 Q3	$2.23M	Buy	44,119 +544	+1%	+$27.4K	1.01%	18
2025 Q2	$2.19M	Buy	43,575 +1,372	+3%	+$68.5K	1.06%	17
2025 Q1	$2.1M	Buy	42,203 +241	+0.6%	+$11.8K	1.12%	15
2024 Q4	$2.03M	Sell	41,962 -617	-1%	-$30.1K	1.07%	16
2024 Q3	$2.1M	Sell	42,579 -148	-0.3%	-$7.21K	1.08%	16
2024 Q2	$2.07M	Sell	42,727 -2,217	-5%	-$107K	1.15%	16
2024 Q1	$2.15M	Buy	44,944 +359	+0.8%	+$17.1K	1.21%	14
2023 Q4	$2.12M	Sell	44,585 -2,510	-5%	-$119K	1.24%	14
2023 Q3	$2.23M	Sell	47,095 -273	-0.6%	-$12.9K	1.44%	13
2023 Q2	$2.25M	Buy	47,368 +1,368	+3%	+$65.2K	1.47%	13
2023 Q1	$2.2M	Sell	46,000 -651	-1%	-$30.7K	1.48%	13
2022 Q4	$2.18M	Buy	46,651 +265	+0.6%	+$12.6K	1.54%	13
2022 Q3	$2.23M	Sell	46,386 -6,483	-12%	-$321K	1.67%	13
2022 Q2	$2.65M	Buy	52,869 +7,355	+16%	+$372K	1.88%	13
2022 Q1	$2.33M	Buy	45,514 +721	+2%	+$37K	1.52%	13
2021 Q4	$2.3M	Buy	+44,793	New	+$2.33M	1.46%	13

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

Silver Oak Advisory Group's VTIP Position: Q1 2026 in Review

Silver Oak Advisory Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5% in Q1 2026, buying an estimated $108K and bringing the position to 45,810 shares worth $2.29M. The position accounts for 0.99% of the portfolio, ranked #16.

Silver Oak Advisory Group first reported a position in VTIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.65M in Q2 2022. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Silver Oak Advisory Group held 45,810 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.29M as of Q1 2026.
Silver Oak Advisory Group bought 2,163 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $108K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.99% of Silver Oak Advisory Group's portfolio in Q1 2026, its #16 holding.
Silver Oak Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 18 quarters since.
Silver Oak Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.65M in Q2 2022.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.