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Calton & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Calton & Associates’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 		– Sell
-5,665
Closed -$283K – 500
2026
Q1 		$283K Sell
5,665
-2,307
-29% -$115K 0.04% 332
2025
Q4 		$394K Sell
7,972
-2,512
-24% -$126K 0.06% 281
2025
Q3 		$531K Buy
+10,484
New +$528K 0.08% 228
2025
Q2 		– Sell
-13,258
Closed -$662K – 430
2025
Q1 		$662K Buy
+13,258
New +$651K 0.15% 130
2024
Q1 		– Sell
-5,298
Closed -$252K – 261
2023
Q4 		$252K Buy
+5,298
New +$251K 0.1% 186
2023
Q3 		– Sell
-5,023
Closed -$238K – 258
2023
Q2 		$238K Sell
5,023
-166
-3% -$7.91K 0.11% 171
2023
Q1 		$248K Sell
5,189
-10,600
-67% -$499K 0.12% 177
2022
Q4 		$737K Buy
15,789
+10,092
+177% +$481K 0.29% 82
2022
Q3 		$274K Sell
5,697
-8
-0.1% -$396 0.16% 150
2022
Q2 		$285K Sell
5,705
-13,797
-71% -$698K 0.16% 159
2022
Q1 		$998K Buy
19,502
+2,765
+17% +$142K 0.3% 86
2021
Q4 		$860K Buy
16,737
+799
+5% +$41.6K 0.23% 117
2021
Q3 		$838K Buy
15,938
+190
+1% +$9.97K 0.18% 140
2021
Q2 		$820K Buy
15,748
+3,009
+24% +$157K 0.16% 145
2021
Q1 		$657K Sell
12,739
-216
-2% -$11.1K 0.13% 147
2020
Q4 		$662K Buy
12,955
+617
+5% +$31.4K 0.12% 146
2020
Q3 		$630K Sell
12,338
-233
-2% -$11.8K 0.13% 133
2020
Q2 		$631K Buy
12,571
+451
+4% +$22.4K 0.14% 126
2020
Q1 		$591K Sell
12,120
-71
-0.6% -$3.49K 0.15% 124
2019
Q4 		$601K Buy
12,191
+840
+7% +$41.4K 0.12% 153
2019
Q3 		$557K Buy
11,351
+3,331
+42% +$165K 0.12% 141
2019
Q2 		$396K Buy
8,020
+2,778
+53% +$136K 0.11% 156
2019
Q1 		$255K Buy
5,242
+280
+6% +$13.5K 0.08% 215
2018
Q4 		$238K Buy
+4,962
New +$239K 0.09% 195
2018
Q1 		– Sell
-1,776
Closed -$86K – 1255
2017
Q4 		$86K Buy
+1,776
New +$87.8K 0.02% 519

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Calton & Associates's VTIP Position: Q2 2026 in Review

Calton & Associates sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 5,665 shares — an estimated $283K sold.

Calton & Associates first reported a position in VTIP in Q4 2017 and held it in 25 quarters. The position peaked at $998K in Q1 2022. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Calton & Associates reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 5,665 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $283K.
  • Calton & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 25 quarters.
  • Calton & Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $998K in Q1 2022.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.