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

StrongBox 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 Q2	$30.1K	Buy	+600	New	+$30.2K	0.01%	199
2024 Q4	–	Sell	-6,175	Closed	-$304K	–	95
2024 Q3	$304K	Sell	6,175 -5,599	-48%	-$273K	0.13%	74
2024 Q2	$572K	Buy	11,774 +2,437	+26%	+$117K	0.27%	52
2024 Q1	$447K	Sell	9,337 -10,783	-54%	-$513K	0.24%	55
2023 Q4	$955K	Sell	20,120 -28,065	-58%	-$1.33M	0.56%	45
2023 Q3	$2.28M	Sell	48,185 -2,955	-6%	-$140K	1.45%	26
2023 Q2	$2.43M	Sell	51,140 -4,576	-8%	-$218K	1.53%	25
2023 Q1	$2.66M	Sell	55,716 -5,910	-10%	-$278K	1.79%	18
2022 Q4	$2.88M	Sell	61,626 -37,469	-38%	-$1.79M	2.04%	17
2022 Q3	$4.77M	Buy	99,095 +9,046	+10%	+$448K	3.46%	4
2022 Q2	$4.51M	Buy	90,049 +18,228	+25%	+$922K	2.92%	7
2022 Q1	$3.68M	Buy	71,821 +60,956	+561%	+$3.13M	2.1%	14
2021 Q4	$558K	Buy	+10,865	New	+$565K	0.28%	63

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

StrongBox Wealth's VTIP Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 600 shares worth $30.1K. The stake represents 0.01% of the portfolio and ranks #199 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in VTIP as recently as Q3 2024.

StrongBox Wealth first reported a position in VTIP in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.77M in Q3 2022. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

StrongBox Wealth held 600 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $30.1K as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new StrongBox Wealth position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #199 holding.
StrongBox Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 13 quarters since.
StrongBox Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.77M in Q3 2022.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.