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

Silver Oak Securities’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 		– Sell
-4,624
Closed -$231K – 900
2026
Q1 		$231K Sell
4,624
-19,189
-81% -$954K 0.02% 684
2025
Q4 		$1.18M Buy
23,813
+20,895
+716% +$1.04M 0.08% 249
2025
Q3 		$148K Buy
2,918
+6
+0.2% +$302 0.01% 722
2025
Q2 		$146K Sell
2,912
-32
-1% -$1.6K 0.01% 665
2025
Q1 		$147K Buy
+2,944
New +$145K 0.01% 610
2024
Q4 		– Sell
-14,297
Closed -$706K – 662
2024
Q3 		$706K Buy
14,297
+13,296
+1,328% +$647K 0.07% 270
2024
Q2 		$48.6K Sell
1,001
-738
-42% -$35.5K 0.01% 447
2024
Q1 		$83.3K Sell
1,739
-13,807
-89% -$657K 0.01% 434
2023
Q4 		$738K Buy
15,546
+12,525
+415% +$593K 0.1% 214
2023
Q3 		$143K Sell
3,021
-2,873
-49% -$136K 0.03% 326
2023
Q2 		$279K Buy
+5,894
New +$281K 0.04% 362
2022
Q4 		– Sell
-3,021
Closed -$143K – 491
2022
Q3 		$143K Sell
3,021
-7,770
-72% -$385K 0.03% 326
2022
Q2 		$538K Buy
+10,791
New +$546K 0.12% 124

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 Securities's VTIP Position: Q2 2026 in Review

Silver Oak Securities sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 4,624 shares — an estimated $231K sold.

Silver Oak Securities first reported a position in VTIP in Q2 2022 and held it in 13 quarters. The position peaked at $1.18M in Q4 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Silver Oak Securities reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 4,624 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $231K.
  • Silver Oak Securities first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 13 quarters.
  • Silver Oak Securities's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.18M in Q4 2025.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.