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
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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Asset Advisory Services's VTIP Position: Q3 2025 in Review

Capital Asset Advisory Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 20,598 shares — an estimated $1.03M sold.

Capital Asset Advisory Services first reported a position in VTIP in Q4 2019 and held it in 22 quarters. The position peaked at $15.9M in Q2 2022. 837 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

Capital Asset Advisory Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
Capital Asset Advisory Services sold 20,598 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $1.03M.
Capital Asset Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 22 quarters.
Capital Asset Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $15.9M in Q2 2022.
837 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Capital Asset Advisory Services's 13F filing for Q3 2025, filed 2 Oct 2025.