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

White Lighthouse 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 		$8.99M Buy
179,052
+9,249
+5% +$465K 1.12% 20
2026
Q1 		$8.48M Buy
169,803
+37,891
+29% +$1.88M 1.18% 19
2025
Q4 		$6.52M Buy
131,912
+6,784
+5% +$339K 0.91% 21
2025
Q3 		$6.34M Buy
125,128
+9,388
+8% +$473K 0.97% 20
2025
Q2 		$5.82M Buy
115,740
+2,969
+3% +$148K 0.95% 23
2025
Q1 		$5.63M Sell
112,771
-1,732
-2% -$85K 1% 22
2024
Q4 		$5.54M Buy
114,503
+10,567
+10% +$516K 0.97% 23
2024
Q3 		$5.13M Buy
103,936
+3,721
+4% +$181K 0.92% 24
2024
Q2 		$4.86M Buy
100,215
+5,292
+6% +$255K 0.94% 24
2024
Q1 		$4.55M Buy
94,923
+27,978
+42% +$1.33M 0.92% 24
2023
Q4 		$3.18M Buy
66,945
+2,186
+3% +$104K 0.7% 31
2023
Q3 		$3.06M Buy
64,759
+3,125
+5% +$148K 0.74% 28
2023
Q2 		$2.92M Buy
61,634
+608
+1% +$29K 0.7% 30
2023
Q1 		$2.92M Sell
61,026
-1,230
-2% -$57.9K 0.74% 28
2022
Q4 		$2.91M Sell
62,256
-4,934
-7% -$235K 0.79% 29
2022
Q3 		$3.23M Sell
67,190
-537
-0.8% -$26.6K 0.94% 26
2022
Q2 		$3.39M Sell
67,727
-1,288
-2% -$65.2K 0.97% 25
2022
Q1 		$3.53M Sell
69,015
-4,886
-7% -$251K 0.9% 25
2021
Q4 		$3.8M Sell
73,901
-516
-0.7% -$26.9K 0.95% 26
2021
Q3 		$3.91M Sell
74,417
-783
-1% -$41.1K 1.05% 26
2021
Q2 		$3.94M Buy
75,200
+3,227
+4% +$168K 1.08% 26
2021
Q1 		$3.71M Buy
71,973
+5,281
+8% +$272K 1.14% 25
2020
Q4 		$3.41M Buy
66,692
+992
+2% +$50.5K 1.09% 23
2020
Q3 		$3.35M Sell
65,700
-2,919
-4% -$148K 1.16% 23
2020
Q2 		$3.44M Sell
68,619
-21,038
-23% -$1.05M 1.26% 21
2020
Q1 		$4.37M Sell
89,657
-1,983
-2% -$97.4K 1.83% 16
2019
Q4 		$4.52M Buy
91,640
+7,419
+9% +$365K 1.66% 16
2019
Q3 		$4.13M Buy
84,221
+6,451
+8% +$319K 1.66% 17
2019
Q2 		$3.84M Buy
77,770
+15,984
+26% +$783K 1.6% 17
2019
Q1 		$3.01M Buy
61,786
+21,779
+54% +$1.05M 1.38% 19
2018
Q4 		$1.92M Buy
40,007
+23,855
+148% +$1.15M 1.05% 22
2018
Q3 		$781K Buy
+16,152
New +$789K 0.4% 59

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wealthfront Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
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

White Lighthouse Investment Management's VTIP Position: Q2 2026 in Review

White Lighthouse Investment Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.4% in Q2 2026, buying an estimated $465K and bringing the position to 179,052 shares worth $8.99M. The position accounts for 1.12% of the portfolio, ranked #20.

White Lighthouse Investment Management first reported a position in VTIP in Q3 2018 and has held it in 32 quarters since. 644 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • White Lighthouse Investment Management held 179,052 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.99M as of Q2 2026.
  • White Lighthouse Investment Management bought 9,249 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $465K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.12% of White Lighthouse Investment Management's portfolio in Q2 2026, its #20 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2018 and has held it in 32 quarters since.
  • 644 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.