Symmetry Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Symmetry Partners’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	$5.89M	Buy	117,243 +6,324	+6%	+$318K	0.3%	39
2026 Q1	$5.54M	Buy	110,919 +20,446	+23%	+$1.02M	0.32%	40
2025 Q4	$4.47M	Buy	90,473 +15,480	+21%	+$774K	0.26%	41
2025 Q3	$3.8M	Buy	74,993 +12,177	+19%	+$613K	0.41%	42
2025 Q2	$3.16M	Buy	62,816 +56,621	+914%	+$2.83M	0.39%	41
2025 Q1	$309K	Sell	6,195 -1,342	-18%	-$65.9K	0.04%	102
2024 Q4	$365K	Buy	+7,537	New	+$368K	0.05%	88
2024 Q3	–	Sell	-275,882	Closed	-$13.4M	–	499
2024 Q2	$13.4M	Buy	275,882 +270,315	+4,856%	+$13M	0.69%	37
2024 Q1	$267K	Sell	5,567 -273,720	-98%	-$13M	0.02%	456
2023 Q4	$13.3M	Buy	279,287 +19,146	+7%	+$907K	0.72%	35
2023 Q3	$12.3M	Sell	260,141 -10,839	-4%	-$512K	0.67%	37
2023 Q2	$12.8M	Sell	270,980 -15,646	-5%	-$746K	0.68%	33
2023 Q1	$13.7M	Buy	+286,626	New	+$13.5M	0.76%	32
2021 Q3	–	Sell	-108,810	Closed	-$5.7M	–	670
2021 Q2	$5.7M	Sell	108,810 -45,408	-29%	-$2.37M	0.38%	47
2021 Q1	$7.95M	Buy	154,218 +16,183	+12%	+$832K	0.57%	34
2020 Q4	$7.05M	Buy	138,035 +33,739	+32%	+$1.72M	0.55%	35
2020 Q3	$5.32M	Buy	104,296 +44,117	+73%	+$2.24M	0.45%	40
2020 Q2	$3.02M	Buy	60,179 +999	+2%	+$49.6K	0.38%	43
2020 Q1	$2.88M	Buy	59,180 +9,973	+20%	+$490K	0.64%	33
2019 Q4	$2.41M	Hold	49,207	–	–	0.5%	33
2019 Q3	$2.41M	Sell	49,207 -3,948	-7%	-$195K	0.5%	31
2019 Q2	$2.62M	Sell	53,155 -110,916	-68%	-$5.43M	0.54%	35
2019 Q1	$7.99M	Buy	164,071 +106,563	+185%	+$5.14M	1.36%	16
2018 Q4	$2.76M	Buy	57,508 +2,237	+4%	+$108K	0.7%	25
2018 Q3	$2.67M	Buy	55,271 +4,882	+10%	+$238K	1.06%	21
2018 Q2	$2.46M	Sell	50,389 -9,571	-16%	-$468K	1.03%	21
2018 Q1	$2.93M	Buy	59,960 +4,581	+8%	+$223K	1.25%	19
2017 Q4	$2.7M	Buy	55,379 +1,731	+3%	+$85.6K	1.25%	20
2017 Q3	$2.65M	Buy	53,648 +3,895	+8%	+$192K	1.35%	20
2017 Q2	$2.45M	Buy	49,753 +15,622	+46%	+$772K	1.34%	20
2017 Q1	$1.69M	Buy	34,131 +5,828	+21%	+$287K	1%	21
2016 Q4	$1.39M	Buy	+28,303	New	+$1.4M	0.98%	23

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Symmetry Partners's VTIP Position: Q2 2026 in Review

Symmetry Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.7% in Q2 2026, buying an estimated $318K and bringing the position to 117,243 shares worth $5.89M. The position accounts for 0.3% of the portfolio, ranked #39.

Symmetry Partners first reported a position in VTIP in Q4 2016 and has held it in 32 quarters since. The position peaked at $13.7M in Q1 2023. 506 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Symmetry Partners held 117,243 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $5.89M as of Q2 2026.
Symmetry Partners bought 6,324 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $318K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.3% of Symmetry Partners's portfolio in Q2 2026, its #39 holding.
Symmetry Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and has held it in 32 quarters since.
Symmetry Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13.7M in Q1 2023.
506 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.