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

Summit Portfolio Management’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 		$10M Buy
+200,799
New +$9.99M 6.45% 7

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $52B AUM 24.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Summit Portfolio Management's VTIP Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026: 200,799 shares worth $10M. The stake represents 6.45% of the portfolio and ranks #7 among its holdings.

916 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Summit Portfolio Management held 200,799 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $10M as of Q1 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Summit Portfolio Management position in Q1 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 6.45% of Summit Portfolio Management's portfolio in Q1 2026, its #7 holding.
  • 916 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.