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Tilson Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Tilson Financial Group’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 		$6.65M Buy
132,472
+3,220
+2% +$162K 1.83% 18
2026
Q1 		$6.46M Buy
129,252
+4,037
+3% +$201K 1.94% 16
2025
Q4 		$6.19M Buy
125,215
+10,579
+9% +$529K 1.91% 15
2025
Q3 		$5.8M Buy
114,636
+1,620
+1% +$81.5K 1.91% 17
2025
Q2 		$5.68M Sell
113,016
-3,830
-3% -$191K 2.14% 14
2025
Q1 		$5.83M Buy
116,846
+2,241
+2% +$110K 2.31% 14
2024
Q4 		$5.55M Sell
114,605
-86,451
-43% -$4.22M 2.26% 13
2024
Q3 		$9.91M Buy
+201,056
New +$9.79M 4.3% 6
2024
Q2 		– Sell
-189,676
Closed -$9.08M – 66
2024
Q1 		$9.08M Buy
189,676
+4,328
+2% +$206K 4.88% 4
2023
Q4 		$8.8M Buy
185,348
+6,285
+4% +$298K 5.66% 5
2023
Q3 		$8.47M Buy
+179,063
New +$8.46M 6.65% 3
2023
Q2 		– Sell
-174,477
Closed -$8.34M – 57
2023
Q1 		$8.34M Sell
174,477
-1,101
-0.6% -$51.8K 6.81% 2
2022
Q4 		$8.2M Buy
+175,578
New +$8.37M 6.98% 2

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KA
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
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
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Tilson Financial Group's VTIP Position: Q2 2026 in Review

Tilson Financial Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.5% in Q2 2026, buying an estimated $162K and bringing the position to 132,472 shares worth $6.65M. The position accounts for 1.83% of the portfolio, ranked #18.

Tilson Financial Group first reported a position in VTIP in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.91M in Q3 2024. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Tilson Financial Group held 132,472 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.65M as of Q2 2026.
  • Tilson Financial Group bought 3,220 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $162K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.83% of Tilson Financial Group's portfolio in Q2 2026, its #18 holding.
  • Tilson Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 13 quarters since.
  • Tilson Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.91M in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.