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

Apella 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 		$16.6M Sell
343,369
-19,504
-5% -$967K 0.21% 88
2026
Q2 		$18M Sell
362,873
-17,015
-4% -$855K 0.25% 79
2026
Q1 		$19.1M Sell
379,888
-23,344
-6% -$1.16M 0.28% 75
2025
Q4 		$19.9M Buy
403,232
+8,141
+2% +$407K 0.39% 59
2025
Q3 		$19.8M Sell
395,091
-44,763
-10% -$2.25M 0.44% 53
2025
Q2 		$21.9M Sell
439,854
-29,753
-6% -$1.49M 0.59% 36
2025
Q1 		$23.4M Sell
469,607
-15,505
-3% -$761K 0.8% 29
2024
Q4 		$23.5M Buy
485,112
+100,557
+26% +$4.91M 0.9% 24
2024
Q3 		$18.9M Buy
384,555
+9,399
+3% +$458K 0.78% 30
2024
Q2 		$18.1M Buy
375,156
+103,571
+38% +$4.98M 0.81% 31
2024
Q1 		$13M Buy
271,585
+26,111
+11% +$1.24M 0.66% 35
2023
Q4 		$11.6M Buy
245,474
+23,176
+10% +$1.1M 0.65% 38
2023
Q3 		$10.5M Buy
222,298
+5,967
+3% +$282K 0.74% 34
2023
Q2 		$10.3M Buy
+216,331
New +$10.3M 0.73% 36
2022
Q4 		$9.81M Buy
210,108
+17,305
+9% +$825K 0.89% 31
2022
Q3 		$9.28M Buy
192,803
+1,023
+0.5% +$50.7K 1.08% 24
2022
Q2 		$9.61M Sell
191,780
-3,525
-2% -$178K 1.15% 24
2022
Q1 		$10M Sell
195,305
-4,257
-2% -$218K 1.41% 20
2021
Q4 		$10.3M Buy
199,562
+5,811
+3% +$302K 1.31% 24
2021
Q3 		$10.2M Buy
193,751
+6,181
+3% +$324K 1.46% 18
2021
Q2 		$9.83M Buy
187,570
+10,492
+6% +$547K 1.62% 13
2021
Q1 		$9.13M Buy
177,078
+16,120
+10% +$829K 2.88% 8
2020
Q4 		$8.22M Buy
160,958
+23,311
+17% +$1.19M 2.89% 8
2020
Q3 		$7.02M Buy
137,647
+10,189
+8% +$517K 2.82% 9
2020
Q2 		$6.39M Buy
127,458
+4,190
+3% +$208K 2.98% 6
2020
Q1 		$6.01M Buy
+123,268
New +$6.05M 3.51% 6

Other funds holding VTIP

MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

Apella Capital's VTIP Position: Q3 2026 in Review

Apella Capital reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.4% in Q3 2026, selling an estimated $967K and leaving 343,369 shares worth $16.6M. The position accounts for 0.21% of the portfolio, ranked #88.

Apella Capital first reported a position in VTIP in Q1 2020 and has held it in 26 quarters since. The position peaked at $23.5M in Q4 2024. 41 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • Apella Capital held 343,369 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $16.6M as of Q3 2026.
  • Apella Capital sold 19,504 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $967K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.21% of Apella Capital's portfolio in Q3 2026, its #88 holding.
  • Apella Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $23.5M in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.