VTIP Institutional Ownership & Shareholders
VANGUARD SHORT-TERM TIPS (VTIP) is currently held by 953 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.09B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of VTIP tracked by InsiderSet, reporting ownership valued at approximately $930.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $907.60M, representing an estimated loss of -2.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 34% of the total disclosed VTIP value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Valmark Advisers, Inc., Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in VANGUARD SHORT-TERM TIPS (VTIP).
This page ranks the largest institutional VTIP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
953
Total Reported Value
$11.09B
Largest Holder
Lpl Financial Llc
Largest Position
$930.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.21% | 18,526,302 | $930,576,152 | $907,603,535 | -$22,972,617 | -2.47% | |
| Valmark Advisers, Inc. | 3.92% | 7,347,518 | $369,065,829 | $359,954,907 | -$9,110,922 | -2.47% | |
| Goldman Sachs Group Inc | 0.04% | 7,281,217 | $365,735,547 | $356,706,821 | -$9,028,726 | -2.47% | |
| Savant Capital, Llc | 1.04% | 7,049,255 | $353,088,150 | $345,343,002 | -$7,745,148 | -2.19% | |
| Morgan Stanley | 0.02% | 6,439,963 | $323,479,445 | $315,493,787 | -$7,985,658 | -2.47% | |
| Wealthfront Advisers Llc | 0.59% | 6,137,312 | $308,277,183 | $300,666,915 | -$7,610,268 | -2.47% | |
| Sei Investments Co | 0.27% | 6,019,982 | $302,382,570 | $294,918,918 | -$7,463,652 | -2.47% | |
| Cambridge Associates Llc | 4.12% | 5,683,131 | $285,463,672 | $278,416,588 | -$7,047,084 | -2.47% | |
| Focus Partners Wealth | 0.27% | 5,337,573 | $268,106,363 | $261,487,701 | -$6,618,662 | -2.47% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 3.64% | 5,401,538 | $265,863,679 | $264,621,347 | -$1,242,332 | -0.47% | |
| Wealthspire Advisors, Llc | 1.40% | 5,045,602 | $253,440,585 | $247,184,042 | -$6,256,543 | -2.47% | |
| Focus Partners Advisor Solutions, Llc | 2.13% | 4,995,637 | $250,932,062 | $244,736,257 | -$6,195,805 | -2.47% | |
| Fmr Llc | 0.01% | 4,790,222 | $240,612,849 | $234,672,976 | -$5,939,873 | -2.47% | |
| Envestnet Asset Management Inc | 0.05% | 4,345,770 | $218,278,716 | $212,899,272 | -$5,379,444 | -2.46% | |
| Bank Of America Corp | 0.01% | 4,320,397 | $217,013,566 | $211,656,249 | -$5,357,317 | -2.47% | |
| Klingman & Associates, Llc | 5.80% | 2,832,668 | $139,423,904 | $138,772,405 | -$651,499 | -0.47% | |
| Mai Capital Management | 0.45% | 2,338,765 | $117,476,181 | $114,576,097 | -$2,900,084 | -2.47% | |
| Alesco Advisors, Llc, An Esl Co | 2.42% | 2,102,882 | $105,627,766 | $103,020,189 | -$2,607,577 | -2.47% | |
| Bok Financial Private Wealth, Inc. | 5.23% | 2,030,876 | $102,010,898 | $99,492,615 | -$2,518,283 | -2.47% | |
| Wells Fargo & Company/Mn | 0.02% | 1,953,570 | $98,127,822 | $95,705,394 | -$2,422,428 | -2.47% | |
| Studio Investment Management Llc | 15.83% | 1,893,778 | $93,211,753 | $92,776,184 | -$435,569 | -0.47% | |
| Cerity Partners Llc | 0.11% | 1,741,550 | $87,478,036 | $85,318,535 | -$2,159,502 | -2.47% | |
| Satovsky Asset Management Llc | 13.77% | 1,718,938 | $86,342,231 | $84,210,773 | -$2,131,458 | -2.47% | |
| Assetmark, Inc | 0.14% | 1,658,717 | $81,642,069 | $81,260,546 | -$381,523 | -0.47% | |
| Allied Investment Advisors, Llc | 7.59% | 1,633,246 | $80,388,368 | $80,012,722 | -$375,646 | -0.47% | |
| Strategic Financial Services, Inc. | 3.40% | 1,543,640 | $77,537,019 | $75,622,924 | -$1,914,095 | -2.47% | |
| True Link Financial Advisors, Llc | 4.43% | 1,563,812 | $76,970,827 | $76,611,150 | -$359,677 | -0.47% | |
| First Interstate Bank | 4.08% | 1,556,685 | $76,620,035 | $76,261,998 | -$358,037 | -0.47% | |
| Russell Investments Group, Ltd. | 0.07% | 1,478,713 | $74,275,754 | $72,442,150 | -$1,833,604 | -2.47% | |
| Betterment Llc | 0.12% | 1,380,243 | $69,330,000 | $67,618,105 | -$1,711,895 | -2.47% | |
| Jpmorgan Chase & Co | 0.00% | 1,333,566 | $67,065,068 | $65,331,398 | -$1,733,670 | -2.59% | |
| Arax Advisory Partners | 0.43% | 1,303,595 | $65,479,582 | $63,863,119 | -$1,616,463 | -2.47% | |
| Empowered Funds, Llc | 0.33% | 1,258,283 | $62,347,419 | $61,643,284 | -$704,135 | -1.13% | |
| Bleakley Financial Group, Llc | 0.77% | 1,209,758 | $60,766,129 | $59,266,044 | -$1,500,085 | -2.47% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,193,049 | $59,926,843 | $58,447,471 | -$1,479,372 | -2.47% | |
| Osaic Holdings, Inc. | 0.07% | 1,184,197 | $59,484,156 | $58,013,811 | -$1,470,345 | -2.47% | |
| Cetera Investment Advisers | 0.05% | 1,146,348 | $57,581,087 | $56,159,589 | -$1,421,498 | -2.47% | |
| Ubs Group Ag | 0.01% | 1,062,481 | $53,368,421 | $52,050,944 | -$1,317,477 | -2.47% | |
| Altfest L J & Co Inc | 5.26% | 1,075,442 | $52,933,236 | $52,685,904 | -$247,332 | -0.47% | |
| Accredited Investors Inc. | 2.20% | 1,014,386 | $50,952,609 | $49,694,770 | -$1,257,839 | -2.47% | |
| Ameriprise Financial Inc | 0.01% | 964,393 | $48,441,426 | $47,245,613 | -$1,195,813 | -2.47% | |
| Beacon Capital Management, Inc. | 2.97% | 958,351 | $47,170,021 | $46,949,615 | -$220,406 | -0.47% | |
| Pacific Sage Partners, Llc | 5.72% | 859,133 | $42,286,516 | $42,088,926 | -$197,590 | -0.47% | |
| Moller Wealth Partners | 7.55% | 836,680 | $41,181,397 | $40,988,953 | -$192,444 | -0.47% | |
| 3Edge Asset Management, Lp | 1.73% | 824,552 | $40,584,449 | $40,394,802 | -$189,647 | -0.47% | |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.28% | 821,706 | $40,444,394 | $40,255,377 | -$189,017 | -0.47% | |
| Raymond James Financial Inc | 0.01% | 796,228 | $39,994,509 | $39,007,210 | -$987,299 | -2.47% | |
| Bank Of New York Mellon Corp | 0.01% | 786,928 | $39,527,397 | $38,551,603 | -$975,794 | -2.47% | |
| Financial Plan, Inc. | 3.70% | 776,767 | $39,017,029 | $38,053,815 | -$963,214 | -2.47% | |
| Define Financial, Llc | 15.86% | 774,516 | $38,121,675 | $37,943,539 | -$178,136 | -0.47% |
Frequently asked questions about VTIP
Who are the largest institutional holders of VTIP?
The largest institutional holders of VTIP reported in the latest SEC Form 13F filings include Lpl Financial Llc, Valmark Advisers, Inc., Goldman Sachs Group Inc, Savant Capital, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported VTIP position.
What is VTIP institutional ownership?
This page tracks VTIP positions reported by institutional investment managers through SEC Form 13F. VANGUARD SHORT-TERM TIPS (VTIP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VTIP?
InsiderSet currently tracks 953 institutional managers reporting VTIP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VTIP shareholders.
How much VTIP stock do institutions own?
Institutional investment managers disclosed approximately $11.09B in VTIP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VTIP institutional ownership last updated?
The latest VTIP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VTIP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VTIP position after the reporting date.
Are institutions buying or selling VTIP?
Institutional buying and selling can be analyzed by comparing VTIP positions across consecutive 13F reporting periods. InsiderSet's VTIP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VTIP ownership changes.
How has VTIP institutional ownership changed over time?
InsiderSet tracks VTIP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.