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

Capital Investment 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 Q1	$429K	Buy	8,584 +2,811	+49%	+$140K	0.03%	432
2025 Q4	$286K	Buy	5,773 +193	+3%	+$9.65K	0.02%	507
2025 Q3	$283K	Sell	5,580 -316	-5%	-$15.9K	0.02%	489
2025 Q2	$296K	Buy	5,896 +357	+6%	+$17.8K	0.02%	461
2025 Q1	$276K	Buy	5,539 +739	+15%	+$36.3K	0.02%	457
2024 Q4	$232K	Buy	4,800 +658	+16%	+$32.1K	0.02%	461
2024 Q3	$204K	Sell	4,142 -137	-3%	-$6.67K	0.02%	498
2024 Q2	$208K	Sell	4,279 -8,419	-66%	-$405K	0.02%	486
2024 Q1	$608K	Sell	12,698 -1,651	-12%	-$78.6K	0.07%	269
2023 Q4	$681K	Sell	14,349 -15,755	-52%	-$746K	0.06%	237
2023 Q3	$1.42M	Buy	30,104 +2,250	+8%	+$106K	0.14%	137
2023 Q2	$1.32M	Buy	27,854 +3,317	+14%	+$158K	0.13%	141
2023 Q1	$1.17M	Buy	24,537 +7,751	+46%	+$365K	0.14%	147
2022 Q4	$784K	Buy	16,786 +285	+2%	+$13.6K	0.09%	197
2022 Q3	$794K	Buy	+16,501	New	+$817K	0.1%	174
2019 Q4	–	Sell	-645	Closed	-$32K	–	1247
2019 Q3	$32K	Hold	645	–	–	0.01%	673
2019 Q2	$32K	Hold	645	–	–	0.01%	661
2019 Q1	$31K	Sell	645 -811	-56%	-$39.2K	0.01%	585
2018 Q4	$70K	Buy	+1,456	New	+$70.1K	0.03%	383

Other funds holding VTIP

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

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

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

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

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

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

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

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Capital Investment Advisory Services's VTIP Position: Q1 2026 in Review

Capital Investment Advisory Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 49% in Q1 2026, buying an estimated $140K and bringing the position to 8,584 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #432.

Capital Investment Advisory Services first reported a position in VTIP in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.42M in Q3 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Capital Investment Advisory Services held 8,584 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $429K as of Q1 2026.
Capital Investment Advisory Services bought 2,811 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $140K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Capital Investment Advisory Services's portfolio in Q1 2026, its #432 holding.
Capital Investment Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 19 quarters since.
Capital Investment Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.42M in Q3 2023.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.