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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
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

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Apella Capital's VTIP Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.5% in Q2 2026, selling an estimated $855K and leaving 362,873 shares worth $18M. The position accounts for 0.25% of the portfolio, ranked #79.

Apella Capital first reported a position in VTIP in Q1 2020 and has held it in 25 quarters since. The position peaked at $23.5M in Q4 2024. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Apella Capital held 362,873 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $18M as of Q2 2026.
  • Apella Capital sold 17,015 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $855K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.25% of Apella Capital's portfolio in Q2 2026, its #79 holding.
  • Apella Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $23.5M in Q4 2024.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.