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

Caldwell Trust’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 		$530K Sell
10,620
-500
-4% -$24.9K 0.05% 227
2025
Q4 		$550K Hold
11,120
– – 0.05% 224
2025
Q3 		$563K Sell
11,120
-800
-7% -$40.3K 0.05% 216
2025
Q2 		$599K Sell
11,920
-50
-0.4% -$2.5K 0.06% 205
2025
Q1 		$597K Hold
11,970
– – 0.06% 201
2024
Q4 		$580K Sell
11,970
-576
-5% -$28.1K 0.06% 203
2024
Q3 		$619K Sell
12,546
-500
-4% -$24.3K 0.07% 202
2024
Q2 		$633K Sell
13,046
-1,864
-13% -$89.6K 0.07% 191
2024
Q1 		$714K Sell
14,910
-20,710
-58% -$986K 0.08% 177
2023
Q4 		$1.69M Sell
35,620
-2,222
-6% -$105K 0.21% 104
2023
Q3 		$1.79M Sell
37,842
-10,660
-22% -$504K 0.24% 93
2023
Q2 		$2.3M Sell
48,502
-21,957
-31% -$1.05M 0.3% 73
2023
Q1 		$3.37M Sell
70,459
-24,918
-26% -$1.17M 0.47% 51
2022
Q4 		$4.46M Sell
95,377
-49,604
-34% -$2.36M 0.63% 43
2022
Q3 		$6.98M Sell
144,981
-2,546
-2% -$126K 1.04% 21
2022
Q2 		$7.39M Buy
147,527
+38,500
+35% +$1.95M 1.02% 24
2022
Q1 		$5.58M Buy
109,027
+28,257
+35% +$1.45M 0.67% 40
2021
Q4 		$4.15M Buy
80,770
+68,049
+535% +$3.54M 0.48% 50
2021
Q3 		$669K Buy
12,721
+380
+3% +$19.9K 0.08% 174
2021
Q2 		$647K Buy
12,341
+576
+5% +$30K 0.08% 173
2021
Q1 		$606K Hold
11,765
– – 0.08% 167
2020
Q4 		$601K Buy
11,765
+215
+2% +$10.9K 0.09% 157
2020
Q3 		$589K Buy
11,550
+380
+3% +$19.3K 0.1% 144
2020
Q2 		$560K Buy
11,170
+325
+3% +$16.1K 0.09% 160
2020
Q1 		$528K Buy
10,845
+2,715
+33% +$133K 0.1% 149
2019
Q4 		$401K Buy
+8,130
New +$400K 0.06% 193

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Caldwell Trust's VTIP Position: Q1 2026 in Review

Caldwell Trust reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.5% in Q1 2026, selling an estimated $24.9K and leaving 10,620 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #227.

Caldwell Trust first reported a position in VTIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.39M in Q2 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Caldwell Trust held 10,620 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $530K as of Q1 2026.
  • Caldwell Trust sold 500 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $24.9K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of Caldwell Trust's portfolio in Q1 2026, its #227 holding.
  • Caldwell Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.39M in Q2 2022.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.