Topel & Distasi Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Topel & Distasi Wealth 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 Q2	$309K	Sell	6,143 -496	-7%	-$24.9K	0.15%	49
2026 Q1	$332K	Sell	6,639 -77	-1%	-$3.83K	0.17%	49
2025 Q4	$332K	Buy	6,716 +300	+5%	+$15K	0.16%	55
2025 Q3	$325K	Sell	6,416 -30	-0.5%	-$1.51K	0.16%	55
2025 Q2	$324K	Sell	6,446 -64	-1%	-$3.2K	0.17%	53
2025 Q1	$325K	Sell	6,510 -20	-0.3%	-$982	0.15%	64
2024 Q4	$316K	Sell	6,530 -53	-0.8%	-$2.59K	0.14%	66
2024 Q3	$325K	Sell	6,583 -1,017	-13%	-$49.5K	0.13%	67
2024 Q2	$369K	Hold	7,600	–	–	0.16%	65
2024 Q1	$364K	Buy	7,600 +115	+2%	+$5.47K	0.16%	63
2023 Q4	$355K	Hold	7,485	–	–	0.17%	61
2023 Q3	$354K	Buy	7,485 +33	+0.4%	+$1.56K	0.19%	63
2023 Q2	$353K	Hold	7,452	–	–	0.18%	65
2023 Q1	$356K	Buy	7,452 +37	+0.5%	+$1.74K	0.19%	63
2022 Q4	$346K	Hold	7,415	–	–	0.19%	60
2022 Q3	$354K	Sell	7,415 -142	-2%	-$7.04K	0.2%	62
2022 Q2	$379K	Sell	7,557 -123	-2%	-$6.22K	0.22%	57
2022 Q1	$393K	Hold	7,680	–	–	0.16%	64
2021 Q4	$395K	Buy	+7,680	New	+$400K	0.16%	65

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

Topel & Distasi Wealth Management's VTIP Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.5% in Q2 2026, selling an estimated $24.9K and leaving 6,143 shares worth $309K. The position accounts for 0.15% of the portfolio, ranked #49.

Topel & Distasi Wealth Management first reported a position in VTIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $395K in Q4 2021. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Topel & Distasi Wealth Management held 6,143 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $309K as of Q2 2026.
Topel & Distasi Wealth Management sold 496 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $24.9K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.15% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #49 holding.
Topel & Distasi Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 19 quarters since.
Topel & Distasi Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $395K in Q4 2021.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.