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

Atlas 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	$9.63M	Buy	191,735 +33,536	+21%	+$1.69M	1.05%	22
2026 Q1	$7.9M	Buy	158,199 +17,171	+12%	+$854K	0.9%	29
2025 Q4	$6.98M	Buy	+141,028	New	+$7.05M	0.78%	36
2025 Q2	$5.74M	Buy	114,205 +78,832	+223%	+$3.94M	0.7%	35
2025 Q1	$1.77M	Buy	35,373 +34,461	+3,779%	+$1.69M	0.22%	91
2024 Q4	$44.2K	Sell	912 -749	-45%	-$36.6K	0.01%	628
2024 Q3	$81.9K	Hold	1,661	–	–	0.01%	518
2024 Q2	$80.6K	Hold	1,661	–	–	0.01%	530
2024 Q1	$79.5K	Sell	1,661 -19,717	-92%	-$939K	0.01%	508
2023 Q4	$1.02M	Sell	21,378 -73,819	-78%	-$3.5M	0.15%	117
2023 Q3	$4.5M	Sell	95,197 -1,701	-2%	-$80.4K	0.74%	37
2023 Q2	$4.59M	Sell	96,898 -13,606	-12%	-$649K	0.7%	36
2023 Q1	$5.28M	Buy	110,504 +511	+0.5%	+$24.1K	0.83%	30
2022 Q4	$5.14M	Buy	109,993 +1,873	+2%	+$89.2K	0.86%	28
2022 Q3	$5.2M	Buy	+108,120	New	+$5.36M	0.95%	27
2022 Q2	–	Sell	-22,034	Closed	-$1.13M	–	1028
2022 Q1	$1.13M	Buy	22,034 +12,101	+122%	+$621K	0.18%	105
2021 Q4	$511K	Buy	9,933 +3,310	+50%	+$172K	0.08%	210
2021 Q3	$348K	Buy	6,623 +785	+13%	+$41.2K	0.06%	258
2021 Q2	$306K	Buy	5,838 +1,655	+40%	+$86.3K	0.05%	288
2021 Q1	$216K	Buy	4,183 +903	+28%	+$46.4K	0.04%	320
2020 Q4	$168K	Buy	+3,280	New	+$167K	0.04%	324
2020 Q3	–	Sell	-3,067	Closed	-$154K	–	593
2020 Q2	$154K	Buy	+3,067	New	+$152K	0.04%	347
2019 Q4	–	Sell	-3,527	Closed	-$173K	–	679
2019 Q3	$173K	Hold	3,527	–	–	0.05%	339
2019 Q2	$174K	Buy	3,527 +274	+8%	+$13.4K	0.06%	313
2019 Q1	$158K	Buy	+3,253	New	+$157K	0.06%	294
2018 Q2	–	Sell	-1,768	Closed	-$86.5K	–	569
2018 Q1	$86.5K	Buy	+1,768	New	+$86.1K	0.03%	369

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

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

Atlas Capital Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 21% in Q2 2026, buying an estimated $1.69M and bringing the position to 191,735 shares worth $9.63M. The position accounts for 1.05% of the portfolio, ranked #22.

Atlas Capital Advisors first reported a position in VTIP in Q1 2018 and has held it in 26 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Atlas Capital Advisors held 191,735 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.63M as of Q2 2026.
Atlas Capital Advisors bought 33,536 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.69M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.05% of Atlas Capital Advisors's portfolio in Q2 2026, its #22 holding.
Atlas Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and has held it in 26 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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