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

Tilia Fiduciary 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 Q1	$1.77M	Sell	35,513 -1,428	-4%	-$71K	0.97%	41
2025 Q4	$1.83M	Buy	36,941 +4,501	+14%	+$225K	1.01%	44
2025 Q3	$1.64M	Buy	32,440 +4,061	+14%	+$204K	0.95%	43
2025 Q2	$1.43M	Buy	28,379 +10,415	+58%	+$520K	0.87%	46
2025 Q1	$896K	Buy	17,964 +2,340	+15%	+$115K	0.6%	56
2024 Q4	$757K	Buy	15,624 +2,838	+22%	+$139K	0.52%	57
2024 Q3	$630K	Sell	12,786 -2,963	-19%	-$144K	0.44%	61
2024 Q2	$764K	Sell	15,749 -260	-2%	-$12.5K	0.6%	54
2024 Q1	$767K	Sell	16,009 -1,923	-11%	-$91.5K	0.62%	55
2023 Q4	$852K	Sell	17,932 -2,317	-11%	-$110K	0.79%	48
2023 Q3	$957K	Sell	20,249 -3,507	-15%	-$166K	1%	44
2023 Q2	$1.13M	Sell	23,756 -5,256	-18%	-$251K	1.01%	37
2023 Q1	$1.39M	Sell	29,012 -15,749	-35%	-$742K	1.32%	21
2022 Q4	$2.09M	Sell	44,761 -3,862	-8%	-$184K	2.01%	6
2022 Q3	$2.31M	Buy	48,623 +4,426	+10%	+$219K	2.34%	5
2022 Q2	$2.18M	Buy	44,197 +6,037	+16%	+$305K	2.08%	7
2022 Q1	$1.95M	Buy	38,160 +6,020	+19%	+$309K	1.66%	10
2021 Q4	$1.65M	Buy	+32,140	New	+$1.67M	1.33%	15

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Tilia Fiduciary Partners's VTIP Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.9% in Q1 2026, selling an estimated $71K and leaving 35,513 shares worth $1.77M. The position accounts for 0.97% of the portfolio, ranked #41.

Tilia Fiduciary Partners first reported a position in VTIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.31M in Q3 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Tilia Fiduciary Partners held 35,513 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.77M as of Q1 2026.
Tilia Fiduciary Partners sold 1,428 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $71K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.97% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #41 holding.
Tilia Fiduciary Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 18 quarters since.
Tilia Fiduciary Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.31M in Q3 2022.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.