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

Aptus 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	$1.62M	Sell	32,262 -233	-0.7%	-$11.7K	0.01%	534
2026 Q1	$1.62M	Buy	32,495 +430	+1%	+$21.4K	0.01%	505
2025 Q4	$1.59M	Buy	32,065 +21,893	+215%	+$1.09M	0.01%	493
2025 Q3	$515K	Buy	10,172 +3,170	+45%	+$160K	﹤0.01%	692
2025 Q2	$352K	Buy	7,002 +375	+6%	+$18.7K	﹤0.01%	779
2025 Q1	$331K	Sell	6,627 -299	-4%	-$14.7K	﹤0.01%	750
2024 Q4	$335K	Buy	6,926 +1,053	+18%	+$51.4K	﹤0.01%	746
2024 Q3	$290K	Buy	+5,873	New	+$286K	﹤0.01%	663
2024 Q2	–	Sell	-5,849	Closed	-$280K	–	1233
2024 Q1	$280K	Buy	5,849 +1,238	+27%	+$58.9K	0.01%	650
2023 Q4	$219K	Buy	4,611 +235	+5%	+$11.1K	0.01%	527
2023 Q3	$207K	Sell	4,376 -1,896	-30%	-$89.6K	0.01%	563
2023 Q2	$297K	Buy	6,272 +1,327	+27%	+$63.3K	0.01%	412
2023 Q1	$236K	Buy	+4,945	New	+$233K	0.01%	443

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

Aptus Capital Advisors's VTIP Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.72% in Q2 2026, selling an estimated $11.7K and leaving 32,262 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #534.

Aptus Capital Advisors first reported a position in VTIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.62M in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Aptus Capital Advisors held 32,262 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.62M as of Q2 2026.
Aptus Capital Advisors sold 233 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $11.7K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #534 holding.
Aptus Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 13 quarters since.
Aptus Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.62M in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.