Annis Gardner Whiting Capital Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-316	Closed	-$15.8K	–	1235
2026 Q1	$15.8K	Sell	316 -59	-16%	-$2.93K	﹤0.01%	788
2025 Q4	$18.5K	Hold	375	–	–	﹤0.01%	669
2025 Q3	$19K	Hold	375	–	–	﹤0.01%	615
2025 Q2	$18.9K	Hold	375	–	–	0.01%	579
2025 Q1	$18.7K	Hold	375	–	–	0.01%	466
2024 Q4	$18.2K	Hold	375	–	–	0.01%	455
2024 Q3	$18.5K	Hold	375	–	–	0.01%	470
2024 Q2	$18.2K	Hold	375	–	–	0.01%	583
2024 Q1	$18K	Hold	375	–	–	0.01%	575
2023 Q4	$17.8K	Hold	375	–	–	0.01%	418
2023 Q3	$17.7K	Buy	+375	New	+$17.7K	0.01%	406

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

Annis Gardner Whiting Capital Advisors's VTIP Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 316 shares — an estimated $15.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in VTIP in Q3 2023 and held it in 11 quarters. The position peaked at $19K in Q3 2025. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 316 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $15.8K.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $19K in Q3 2025.
946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.