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

Capital Analysts LLC’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 		$103K Sell
2,056
-34
-2% -$1.71K ﹤0.01% 840
2026
Q1 		$105K Sell
2,090
-42
-2% -$2.09K ﹤0.01% 786
2025
Q4 		$105K Buy
2,132
+132
+7% +$6.6K ﹤0.01% 758
2025
Q3 		$101K Hold
2,000
– – ﹤0.01% 734
2025
Q2 		$101K Hold
2,000
– – ﹤0.01% 669
2025
Q1 		$100K Hold
2,000
– – ﹤0.01% 645
2024
Q4 		$97K Sell
2,000
-22
-1% -$1.07K ﹤0.01% 619
2024
Q3 		$100K Sell
2,022
-33,747
-94% -$1.64M ﹤0.01% 586
2024
Q2 		$1.74M Sell
35,769
-2,589
-7% -$125K 0.08% 186
2024
Q1 		$1.84M Sell
38,358
-675
-2% -$32.1K 0.09% 174
2023
Q4 		$1.85M Buy
39,033
+126
+0.3% +$5.97K 0.09% 168
2023
Q3 		$1.84M Sell
38,907
-13,631
-26% -$644K 0.1% 161
2023
Q2 		$2.49M Sell
52,538
-383
-0.7% -$18.3K 0.14% 125
2023
Q1 		$2.53M Buy
52,921
+1,030
+2% +$48.5K 0.14% 130
2022
Q4 		$2.42M Buy
51,891
+5,864
+13% +$279K 0.15% 139
2022
Q3 		$2.21M Sell
46,027
-938
-2% -$46.5K 0.15% 133
2022
Q2 		$2.35M Buy
46,965
+62
+0.1% +$3.14K 0.16% 130
2022
Q1 		$2.4M Buy
46,903
+7,639
+19% +$392K 0.15% 132
2021
Q4 		$2.02M Buy
39,264
+1,378
+4% +$71.7K 0.12% 159
2021
Q3 		$1.99M Buy
37,886
+555
+1% +$29.1K 0.13% 149
2021
Q2 		$1.96M Buy
37,331
+36,833
+7,396% +$1.92M 0.13% 149
2021
Q1 		$26K Hold
498
– – ﹤0.01% 683
2020
Q4 		$25K Sell
498
-627
-56% -$31.9K ﹤0.01% 491
2020
Q3 		$57K Sell
1,125
-713
-39% -$36.2K 0.01% 381
2020
Q2 		$92K Sell
1,838
-405
-18% -$20.1K 0.01% 285
2020
Q1 		$109K Sell
2,243
-1,278
-36% -$62.7K 0.01% 249
2019
Q4 		$174K Sell
3,521
-137
-4% -$6.75K 0.02% 244
2019
Q3 		$179K Sell
3,658
-274,543
-99% -$13.6M 0.02% 230
2019
Q2 		$13.7M Sell
278,201
-128,301
-32% -$6.28M 1.49% 13
2019
Q1 		$19.8M Buy
406,502
+14,031
+4% +$677K 2.29% 10
2018
Q4 		$18.8M Buy
392,471
+1,593
+0.4% +$76.7K 2.47% 10
2018
Q3 		$18.9M Buy
390,878
+3,096
+0.8% +$151K 2.16% 10
2018
Q2 		$18.9M Buy
+387,782
New +$19M 2.25% 9
2017
Q1 		– Sell
-12,154
Closed -$597K – 372
2016
Q4 		$597K Buy
+12,154
New +$601K 0.1% 137

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

Capital Analysts LLC's VTIP Position: Q2 2026 in Review

Capital Analysts LLC reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.6% in Q2 2026, selling an estimated $1.71K and leaving 2,056 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Capital Analysts LLC first reported a position in VTIP in Q4 2016 and has held it in 34 quarters since. The position peaked at $19.8M in Q1 2019. 949 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Capital Analysts LLC held 2,056 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $103K as of Q2 2026.
  • Capital Analysts LLC sold 34 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.71K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #840 holding.
  • Capital Analysts LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and has held it in 34 quarters since.
  • Capital Analysts LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $19.8M in Q1 2019.
  • 949 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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