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

Caldwell Sutter 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	$2.06K	Hold	41	–	–	﹤0.01%	799
2026 Q1	$2.05K	Hold	41	–	–	﹤0.01%	753
2025 Q4	$2.03K	Hold	41	–	–	﹤0.01%	743
2025 Q3	$2.08K	Hold	41	–	–	﹤0.01%	737
2025 Q2	$2.06K	Sell	41 -19	-32%	-$949	﹤0.01%	722
2025 Q1	$2.99K	Hold	60	–	–	﹤0.01%	686
2024 Q4	$2.9K	Hold	60	–	–	﹤0.01%	704
2024 Q3	$2.96K	Hold	60	–	–	﹤0.01%	710
2024 Q2	$2.91K	Sell	60 -55	-48%	-$2.65K	﹤0.01%	707
2024 Q1	$5.51K	Hold	115	–	–	﹤0.01%	622
2023 Q4	$5.46K	Sell	115 -116	-50%	-$5.5K	﹤0.01%	617
2023 Q3	$10.9K	Buy	231 +121	+110%	+$5.72K	0.01%	513
2023 Q2	$5.22K	Buy	+110	New	+$5.24K	﹤0.01%	597

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

Caldwell Sutter Capital's VTIP Position: Q2 2026 in Review

Caldwell Sutter Capital held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 41 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Caldwell Sutter Capital first reported a position in VTIP in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.9K in Q3 2023. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Caldwell Sutter Capital held 41 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.06K as of Q2 2026.
Caldwell Sutter Capital left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #799 holding.
Caldwell Sutter Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $10.9K in Q3 2023.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.