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SkyOak Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

SkyOak Wealth’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 		$589K Hold
11,795
– – 0.11% 116
2025
Q4 		$583K Hold
11,795
– – 0.1% 119
2025
Q3 		$597K Hold
11,795
– – 0.11% 113
2025
Q2 		$593K Hold
11,795
– – 0.12% 112
2025
Q1 		$589K Hold
11,795
– – 0.13% 103
2024
Q4 		$571K Hold
11,795
– – 0.12% 109
2024
Q3 		$582K Hold
11,795
– – 0.13% 107
2024
Q2 		$573K Hold
11,795
– – 0.13% 109
2024
Q1 		$565K Sell
11,795
-34
-0.3% -$1.62K 0.14% 110
2023
Q4 		$562K Buy
11,829
+122
+1% +$5.78K 0.15% 111
2023
Q3 		$554K Buy
11,707
+248
+2% +$11.7K 0.16% 102
2023
Q2 		$543K Buy
11,459
+123
+1% +$5.86K 0.15% 113
2023
Q1 		$542K Buy
11,336
+257
+2% +$12.1K 0.17% 109
2022
Q4 		$518K Buy
11,079
+258
+2% +$12.3K 0.17% 113
2022
Q3 		$521K Buy
10,821
+332
+3% +$16.4K 0.19% 110
2022
Q2 		$526K Buy
10,489
+341
+3% +$17.3K 0.18% 106
2022
Q1 		$520K Buy
10,148
+1,264
+14% +$64.8K 0.14% 130
2021
Q4 		$457K Buy
8,884
+199
+2% +$10.4K 0.12% 139
2021
Q3 		$457K Buy
8,685
+317
+4% +$16.6K 0.12% 136
2021
Q2 		$439K Buy
8,368
+151
+2% +$7.87K 0.12% 143
2021
Q1 		$427K Buy
8,217
+547
+7% +$28.1K 0.12% 141
2020
Q4 		$392K Buy
7,670
+128
+2% +$6.51K 0.12% 142
2020
Q3 		$385K Sell
7,542
-1,140
-13% -$57.8K 0.14% 135
2020
Q2 		$436K Buy
+8,682
New +$431K 0.16% 139
2020
Q1 		– Sell
-4,500
Closed -$222K – 313
2019
Q4 		$222K Buy
+4,500
New +$222K 0.07% 267

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SkyOak Wealth's VTIP Position: Q1 2026 in Review

SkyOak Wealth held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 11,795 shares worth $589K. The position accounts for 0.11% of the portfolio, ranked #116.

SkyOak Wealth first reported a position in VTIP in Q4 2019 and has held it in 25 quarters since. The position peaked at $597K in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • SkyOak Wealth held 11,795 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $589K as of Q1 2026.
  • SkyOak Wealth left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.11% of SkyOak Wealth's portfolio in Q1 2026, its #116 holding.
  • SkyOak Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 25 quarters since.
  • SkyOak Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $597K in Q3 2025.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.