Twelve Points Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Twelve Points 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	$15.3M	Buy	304,623 +35,478	+13%	+$1.78M	3.07%	8
2026 Q1	$13.4M	Buy	269,145 +23,437	+10%	+$1.17M	2.96%	7
2025 Q4	$12.2M	Buy	245,708 +9,742	+4%	+$487K	2.74%	8
2025 Q3	$11.9M	Buy	235,966 +19,906	+9%	+$1M	2.98%	6
2025 Q2	$10.9M	Buy	216,060 +10,312	+5%	+$515K	2.92%	6
2025 Q1	$10.3M	Buy	205,748 +14,032	+7%	+$689K	2.79%	5
2024 Q4	$9.28M	Buy	+191,716	New	+$9.37M	2.67%	6

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

Twelve Points Wealth Management's VTIP Position: Q2 2026 in Review

Twelve Points Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 13% in Q2 2026, buying an estimated $1.78M and bringing the position to 304,623 shares worth $15.3M. The position accounts for 3.07% of the portfolio, ranked #8.

Twelve Points Wealth Management first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Twelve Points Wealth Management held 304,623 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $15.3M as of Q2 2026.
Twelve Points Wealth Management bought 35,478 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.78M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.07% of Twelve Points Wealth Management's portfolio in Q2 2026, its #8 holding.
Twelve Points Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.