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

AlphaCore Capital’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 Q3	$2.06M	Sell	41,808 -17,379	-29%	-$862K	0.03%	351
2026 Q2	$2.97M	Buy	+59,187	New	+$2.98M	0.05%	254
2024 Q4	–	Sell	-4,955	Closed	-$244K	–	279
2024 Q3	$244K	Buy	4,955 +26	+0.5%	+$1.27K	0.06%	179
2024 Q2	$239K	Buy	4,929 +3	+0.1%	+$144	0.06%	175
2024 Q1	$236K	Sell	4,926 -8,250	-63%	-$393K	0.06%	137
2023 Q4	$626K	Sell	13,176 -2,556	-16%	-$121K	0.09%	131
2023 Q3	$744K	Buy	15,732 +1,182	+8%	+$55.8K	0.12%	119
2023 Q2	$690K	Buy	14,550 +8,096	+125%	+$386K	0.11%	122
2023 Q1	$309K	Buy	+6,454	New	+$304K	0.08%	106
2020 Q2	–	Sell	-459	Closed	-$22K	–	300
2020 Q1	$22K	Buy	+459	New	+$22.5K	0.02%	156

Other funds holding VTIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

AlphaCore Capital's VTIP Position: Q3 2026 in Review

AlphaCore Capital reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 29% in Q3 2026, selling an estimated $862K and leaving 41,808 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #351.

AlphaCore Capital first reported a position in VTIP in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.97M in Q2 2026. 702 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

AlphaCore Capital held 41,808 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.06M as of Q3 2026.
AlphaCore Capital sold 17,379 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $862K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of AlphaCore Capital's portfolio in Q3 2026, its #351 holding.
AlphaCore Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 10 quarters since.
AlphaCore Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.97M in Q2 2026.
702 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.