Tortoise Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Tortoise Investment 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	$1.13M	Buy	22,485 +1,100	+5%	+$55.3K	0.08%	129
2026 Q1	$1.07M	Hold	21,385	–	–	0.09%	124
2025 Q4	$1.06M	Buy	21,385 +20,000	+1,444%	+$1M	0.09%	126
2025 Q3	$70.1K	Hold	1,385	–	–	0.01%	351
2025 Q2	$69.6K	Buy	1,385 +850	+159%	+$42.4K	0.01%	340
2025 Q1	$26.7K	Hold	535	–	–	﹤0.01%	455
2024 Q4	$25.9K	Hold	535	–	–	﹤0.01%	512
2024 Q3	$26.4K	Hold	535	–	–	﹤0.01%	520
2024 Q2	$26K	Hold	535	–	–	﹤0.01%	497
2024 Q1	$25.6K	Sell	535 -450	-46%	-$21.4K	﹤0.01%	476
2023 Q4	$46.8K	Buy	985 +520	+112%	+$24.6K	0.01%	365
2023 Q3	$22K	Buy	+465	New	+$22K	﹤0.01%	455
2022 Q3	–	Sell	-23	Closed	-$1K	–	779
2022 Q2	$1K	Sell	23 -1	-4%	-$51	﹤0.01%	723
2022 Q1	$1K	Buy	24 +1	+4%	+$51	﹤0.01%	671
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	639
2021 Q3	$1K	Buy	23 +2	+10%	+$105	﹤0.01%	605
2021 Q2	$1K	Sell	21 -2,549	-99%	-$133K	﹤0.01%	587
2021 Q1	$132K	Sell	2,570 -813	-24%	-$41.8K	0.03%	186
2020 Q4	$173K	Buy	3,383 +817	+32%	+$41.6K	0.04%	153
2020 Q3	$131K	Buy	2,566 +2	+0.1%	+$101	0.03%	167
2020 Q2	$129K	Hold	2,564	–	–	0.03%	162
2020 Q1	$125K	Buy	2,564 +1	+0%	+$49	0.04%	155
2019 Q4	$126K	Buy	2,563 +2	+0.1%	+$98	0.03%	173
2019 Q3	$126K	Buy	2,561 +1	+0%	+$49	0.03%	168
2019 Q2	$126K	Buy	2,560 +1	+0%	+$49	0.03%	175
2019 Q1	$125K	Buy	2,559 +2	+0.1%	+$97	0.03%	172
2018 Q4	$123K	Hold	2,557	–	–	0.03%	163
2018 Q3	$124K	Buy	2,557 +2,551	+42,517%	+$125K	0.03%	171
2018 Q2	$0	Buy	6 +1	+20%	+$49	﹤0.01%	577
2018 Q1	$0	Buy	5 +1	+25%	+$49	﹤0.01%	566
2017 Q4	$0	Buy	+4	New	+$198	﹤0.01%	571

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

EWM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

SIM

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

Tortoise Investment Management's VTIP Position: Q2 2026 in Review

Tortoise Investment Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.1% in Q2 2026, buying an estimated $55.3K and bringing the position to 22,485 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #129.

Tortoise Investment Management first reported a position in VTIP in Q4 2017 and has held it in 31 quarters since. 644 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Tortoise Investment Management held 22,485 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.13M as of Q2 2026.
Tortoise Investment Management bought 1,100 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $55.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of Tortoise Investment Management's portfolio in Q2 2026, its #129 holding.
Tortoise Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 31 quarters since.
644 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.