Capital Asset Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Capital Asset Advisory Services’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	$214K	Buy	+4,270	New	+$215K	0.01%	345
2025 Q3	–	Sell	-20,598	Closed	-$1.03M	–	294
2025 Q2	$1.03M	Sell	20,598 -19,988	-49%	-$998K	0.05%	134
2025 Q1	$2.02M	Sell	40,586 -140,211	-78%	-$6.88M	0.1%	108
2024 Q4	$8.76M	Buy	180,797 +24,653	+16%	+$1.2M	0.43%	38
2024 Q3	$7.63M	Sell	156,144 -8,648	-5%	-$421K	0.38%	40
2024 Q2	$7.95M	Sell	164,792 -37,360	-18%	-$1.8M	0.43%	39
2024 Q1	$9.68M	Sell	202,152 -26,269	-12%	-$1.25M	0.55%	35
2023 Q4	$10.8M	Sell	228,421 -15,201	-6%	-$720K	0.67%	33
2023 Q3	$11.5M	Sell	243,622 -7,630	-3%	-$361K	0.78%	25
2023 Q2	$11.9M	Sell	251,252 -8,027	-3%	-$383K	0.83%	22
2023 Q1	$12.4M	Sell	259,279 -22,572	-8%	-$1.06M	0.92%	20
2022 Q4	$13.2M	Buy	+281,851	New	+$13.4M	1.05%	19
2022 Q3	–	Sell	-317,627	Closed	-$15.9M	–	587
2022 Q2	$15.9M	Buy	317,627 +54,971	+21%	+$2.78M	1.75%	11
2022 Q1	$13.5M	Buy	262,656 +84,393	+47%	+$4.33M	1.43%	14
2021 Q4	$9.16M	Buy	178,263 +39,621	+29%	+$2.06M	0.97%	21
2021 Q3	$7.29M	Buy	138,642 +43,511	+46%	+$2.28M	0.81%	23
2021 Q2	$4.99M	Buy	95,131 +33,481	+54%	+$1.74M	0.55%	26
2021 Q1	$3.18M	Buy	61,650 +49,925	+426%	+$2.57M	0.47%	34
2020 Q4	$599K	Buy	11,725 +42	+0.4%	+$2.14K	0.11%	166
2020 Q3	$596K	Hold	11,683	–	–	0.12%	138
2020 Q2	$592K	Buy	11,683 +20	+0.2%	+$994	0.13%	146
2020 Q1	$578K	Hold	11,663	–	–	0.15%	116
2019 Q4	$576K	Buy	+11,663	New	+$574K	0.14%	147

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

Capital Asset Advisory Services's VTIP Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 4,270 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in VTIP as recently as Q2 2025.

Capital Asset Advisory Services first reported a position in VTIP in Q4 2019 and has held it in 23 quarters since. The position peaked at $15.9M in Q2 2022. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Capital Asset Advisory Services held 4,270 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $214K as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Capital Asset Advisory Services position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #345 holding.
Capital Asset Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 23 quarters since.
Capital Asset Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $15.9M in Q2 2022.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.