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

Capital Performance Advisors’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 		$1M Sell
19,965
-2,219
-10% -$112K 0.06% 116
2026
Q1 		$1.11M Sell
22,184
-6,916
-24% -$344K 0.07% 116
2025
Q4 		$1.44M Sell
29,100
-9,797
-25% -$490K 0.1% 89
2025
Q3 		$1.97M Sell
38,897
-3,240
-8% -$163K 0.32% 45
2025
Q2 		$2.12M Sell
42,137
-4,150
-9% -$207K 0.42% 38
2025
Q1 		$2.31M Sell
46,287
-4,706
-9% -$231K 0.51% 32
2024
Q4 		$2.47M Buy
50,993
+7,377
+17% +$360K 0.79% 21
2024
Q3 		$2.15M Buy
43,616
+5,363
+14% +$261K 0.65% 22
2024
Q2 		$1.86M Sell
38,253
-504
-1% -$24.2K 0.71% 23
2024
Q1 		$1.86M Buy
38,757
+12,264
+46% +$584K 0.71% 24
2023
Q4 		$1.26M Buy
26,493
+948
+4% +$44.9K 0.54% 25
2023
Q3 		$1.21M Buy
25,545
+1,174
+5% +$55.5K 0.61% 22
2023
Q2 		$1.16M Buy
24,371
+1,985
+9% +$94.6K 0.57% 23
2023
Q1 		$1.07M Buy
22,386
+731
+3% +$34.4K 0.58% 22
2022
Q4 		$1.01M Buy
21,655
+185
+0.9% +$8.81K 0.58% 20
2022
Q3 		$1.03M Buy
21,470
+461
+2% +$22.8K 0.67% 20
2022
Q2 		$1.05M Buy
21,009
+1,099
+6% +$55.6K 0.65% 19
2022
Q1 		$1.02M Sell
19,910
-143
-0.7% -$7.33K 0.58% 18
2021
Q4 		$1.02M Buy
+20,053
New +$1.04M 0.62% 19

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 Performance Advisors's VTIP Position: Q2 2026 in Review

Capital Performance Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 10% in Q2 2026, selling an estimated $112K and leaving 19,965 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #116.

Capital Performance Advisors first reported a position in VTIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.47M in Q4 2024. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Capital Performance Advisors held 19,965 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1M as of Q2 2026.
  • Capital Performance Advisors sold 2,219 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $112K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.06% of Capital Performance Advisors's portfolio in Q2 2026, its #116 holding.
  • Capital Performance Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Capital Performance Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.47M in Q4 2024.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.