Cape Investment Advisory’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Cape Investment Advisory’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	$76.1K	Buy	+1,514	New	+$76.1K	0.02%	391
2026 Q1	–	Sell	-1,492	Closed	-$73.8K	–	1198
2025 Q4	$73.8K	Buy	1,492 +109	+8%	+$5.45K	0.02%	346
2025 Q3	$70K	Buy	1,383 +77	+6%	+$3.88K	0.07%	192
2025 Q2	$65.7K	Sell	1,306 -1,701	-57%	-$84.9K	0.02%	325
2025 Q1	$150K	Buy	3,007 +884	+42%	+$43.4K	0.06%	204
2024 Q4	$103K	Buy	2,123 +363	+21%	+$17.7K	0.04%	239
2024 Q3	$86.8K	Buy	1,760 +58	+3%	+$2.83K	0.04%	254
2024 Q2	$82.6K	Sell	1,702 -34	-2%	-$1.64K	0.04%	244
2024 Q1	$83.1K	Sell	1,736 -411	-19%	-$19.6K	0.04%	243
2023 Q4	$102K	Buy	2,147 +1,136	+112%	+$53.8K	0.05%	220
2023 Q3	$47.8K	Buy	1,011 +121	+14%	+$5.72K	0.03%	298
2023 Q2	$42.2K	Buy	890 +364	+69%	+$17.4K	0.02%	311
2023 Q1	$25.2K	Buy	+526	New	+$24.8K	0.02%	386

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

Cape Investment Advisory's VTIP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 1,514 shares worth $76.1K. The stake represents 0.02% of the portfolio and ranks #391 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in VTIP as recently as Q4 2025.

Cape Investment Advisory first reported a position in VTIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $150K in Q1 2025. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Cape Investment Advisory held 1,514 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $76.1K as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Cape Investment Advisory position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #391 holding.
Cape Investment Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $150K in Q1 2025.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.