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

TruNorth Capital 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	$236K	Hold	4,705	–	–	0.04%	111
2026 Q1	$235K	Hold	4,705	–	–	0.05%	97
2025 Q4	$233K	Hold	4,705	–	–	0.04%	104
2025 Q3	$238K	Hold	4,705	–	–	0.05%	83
2025 Q2	$237K	Hold	4,705	–	–	0.05%	80
2025 Q1	$235K	Hold	4,705	–	–	0.06%	89
2024 Q4	$228K	Hold	4,705	–	–	0.06%	66
2024 Q3	$232K	Hold	4,705	–	–	0.07%	61
2024 Q2	$228K	Buy	+4,705	New	+$226K	0.07%	60

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

TruNorth Capital Management's VTIP Position: Q2 2026 in Review

TruNorth Capital Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 4,705 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #111.

TruNorth Capital Management first reported a position in VTIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $238K in Q3 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

TruNorth Capital Management held 4,705 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $236K as of Q2 2026.
TruNorth Capital Management left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of TruNorth Capital Management's portfolio in Q2 2026, its #111 holding.
TruNorth Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 9 quarters since.
TruNorth Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $238K in Q3 2025.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.