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

Capital Squared Financial’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	$2.32M	Buy	46,088 +18,277	+66%	+$919K	1.51%	20
2026 Q1	$1.39M	Sell	27,811 -2,058	-7%	-$102K	1.06%	33
2025 Q4	$1.48M	Sell	29,869 -454	-1%	-$22.7K	1.15%	29
2025 Q3	$1.54M	Buy	30,323 +917	+3%	+$46.2K	1.33%	24
2025 Q2	$1.48M	Buy	+29,406	New	+$1.47M	1.72%	17

Other funds holding VTIP

EWM

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

Capital Squared Financial's VTIP Position: Q2 2026 in Review

Capital Squared Financial increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 66% in Q2 2026, buying an estimated $919K and bringing the position to 46,088 shares worth $2.32M. The position accounts for 1.51% of the portfolio, ranked #20.

Capital Squared Financial first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Capital Squared Financial held 46,088 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.32M as of Q2 2026.
Capital Squared Financial bought 18,277 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $919K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.51% of Capital Squared Financial's portfolio in Q2 2026, its #20 holding.
Capital Squared Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 5 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.