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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
Q2 		$2.35M Buy
46,879
+1,069
+2% +$53.7K 0.93% 16
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
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

Silver Oak Advisory Group's VTIP Position: Q2 2026 in Review

Silver Oak Advisory Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.3% in Q2 2026, buying an estimated $53.7K and bringing the position to 46,879 shares worth $2.35M. The position accounts for 0.93% of the portfolio, ranked #16.

Silver Oak Advisory Group first reported a position in VTIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.65M in Q2 2022. 953 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Silver Oak Advisory Group held 46,879 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.35M as of Q2 2026.
  • Silver Oak Advisory Group bought 1,069 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $53.7K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.93% of Silver Oak Advisory Group's portfolio in Q2 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 19 quarters since.
  • Silver Oak Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.65M in Q2 2022.
  • 953 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.