Summit Global Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Summit Global Investments’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	$10.1M	Buy	200,465 +11,937	+6%	+$600K	0.55%	20
2026 Q1	$9.42M	Buy	188,528 +136,624	+263%	+$6.79M	0.56%	22
2025 Q4	$2.57M	Buy	51,904 +2,692	+5%	+$135K	0.15%	81
2025 Q3	$2.49M	Buy	49,212 +732	+2%	+$36.8K	0.15%	88
2025 Q2	$2.44M	Buy	48,480 +1,868	+4%	+$93.3K	0.14%	98
2025 Q1	$2.33M	Buy	46,612 +24,253	+108%	+$1.19M	0.17%	79
2024 Q4	$1.08M	Sell	22,359 -134	-0.6%	-$6.55K	0.07%	200
2024 Q3	$1.11M	Sell	22,493 -666	-3%	-$32.4K	0.07%	230
2024 Q2	$1.12M	Buy	23,159 +448	+2%	+$21.5K	0.08%	223
2024 Q1	$1.09M	Buy	22,711 +1,759	+8%	+$83.7K	0.08%	193
2023 Q4	$995K	Sell	20,952 -429	-2%	-$20.3K	0.07%	240
2023 Q3	$1.01M	Buy	21,381 +9	+0%	+$425	0.07%	218
2023 Q2	$1.01M	Sell	21,372 -33,743	-61%	-$1.61M	0.07%	227
2023 Q1	$2.64M	Sell	55,115 -77,065	-58%	-$3.63M	0.2%	113
2022 Q4	$6.17M	Buy	132,180 +11,576	+10%	+$552K	0.52%	54
2022 Q3	$5.8M	Buy	120,604 +10,621	+10%	+$526K	0.54%	50
2022 Q2	$5.51M	Sell	109,983 -45,685	-29%	-$2.31M	0.49%	55
2022 Q1	$7.97M	Sell	155,668 -25,313	-14%	-$1.3M	0.59%	45
2021 Q4	$9.3M	Buy	180,981 +12,198	+7%	+$635K	0.6%	40
2021 Q3	$8.88M	Sell	168,783 -46,991	-22%	-$2.46M	0.67%	38
2021 Q2	$11.3M	Sell	215,774 -3,786	-2%	-$197K	0.68%	28
2021 Q1	$11.3M	Buy	+219,560	New	+$11.3M	0.73%	34
2019 Q2	–	Sell	-102,587	Closed	-$4.99M	–	317
2019 Q1	$4.99M	Buy	+102,587	New	+$4.95M	0.64%	54
2017 Q1	–	Sell	-7,625	Closed	-$375K	–	244
2016 Q4	$375K	Buy	+7,625	New	+$377K	0.14%	184

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

Summit Global Investments's VTIP Position: Q2 2026 in Review

Summit Global Investments increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.3% in Q2 2026, buying an estimated $600K and bringing the position to 200,465 shares worth $10.1M. The position accounts for 0.55% of the portfolio, ranked #20.

Summit Global Investments first reported a position in VTIP in Q4 2016 and has held it in 24 quarters since. The position peaked at $11.3M in Q1 2021. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Summit Global Investments held 200,465 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $10.1M as of Q2 2026.
Summit Global Investments bought 11,937 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $600K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.55% of Summit Global Investments's portfolio in Q2 2026, its #20 holding.
Summit Global Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and has held it in 24 quarters since.
Summit Global Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.3M in Q1 2021.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.