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

Tidemark’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	$103K	Sell	2,055 -266	-11%	-$13.4K	0.02%	220
2026 Q1	$116K	Buy	2,321 +1,813	+357%	+$90.2K	0.03%	179
2025 Q4	$25.1K	Sell	508 -27	-5%	-$1.35K	0.01%	311
2025 Q3	$27.1K	Hold	535	–	–	0.01%	317
2025 Q2	$26.9K	Sell	535 -49	-8%	-$2.45K	0.01%	330
2025 Q1	$29.1K	Buy	584 +49	+9%	+$2.4K	0.01%	308
2024 Q4	$25.9K	Hold	535	–	–	0.01%	324
2024 Q3	$26.4K	Hold	535	–	–	0.01%	302
2024 Q2	$26K	Sell	535 -541	-50%	-$26K	0.01%	294
2024 Q1	$51.5K	Hold	1,076	–	–	0.03%	227
2023 Q4	$51.1K	Buy	+1,076	New	+$51K	0.03%	219

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

Tidemark's VTIP Position: Q2 2026 in Review

Tidemark reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 11% in Q2 2026, selling an estimated $13.4K and leaving 2,055 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #220.

Tidemark first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $116K in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Tidemark held 2,055 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $103K as of Q2 2026.
Tidemark sold 266 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $13.4K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Tidemark's portfolio in Q2 2026, its #220 holding.
Tidemark first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 11 quarters since.
Tidemark's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $116K in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.