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

Avalon Capital Management’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 Q1	–	Sell	-46,924	Closed	-$2.32M	–	146
2025 Q4	$2.32M	Sell	46,924 -9,942	-17%	-$497K	0.56%	41
2025 Q3	$2.88M	Sell	56,866 -72,474	-56%	-$3.65M	0.71%	33
2025 Q2	$6.5M	Buy	129,340 +19,836	+18%	+$991K	1.75%	17
2025 Q1	$5.46M	Buy	+109,504	New	+$5.38M	1.59%	22

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Avalon Capital Management's VTIP Position: Q1 2026 in Review

Avalon Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 46,924 shares — an estimated $2.32M sold.

Avalon Capital Management first reported a position in VTIP in Q1 2025 and held it in 4 quarters. The position peaked at $6.5M in Q2 2025. 917 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Avalon Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
Avalon Capital Management sold 46,924 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $2.32M.
Avalon Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and held it in 4 quarters.
Avalon Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.5M in Q2 2025.
917 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Avalon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.