Capstone Wealth Management (Alabama)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Capstone Wealth Management (Alabama)’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	$1.27M	Buy	25,339 +1,996	+9%	+$100K	0.59%	24
2026 Q1	$1.17M	Buy	23,343 +2,032	+10%	+$101K	0.81%	18
2025 Q4	$1.05M	Buy	21,311 +5,192	+32%	+$260K	0.77%	20
2025 Q3	$816K	Buy	16,119 +1,059	+7%	+$53.3K	0.63%	22
2025 Q2	$757K	Buy	15,060 +1,863	+14%	+$93K	0.66%	21
2025 Q1	$659K	Buy	13,197 +471	+4%	+$23.1K	0.66%	20
2024 Q4	$616K	Buy	+12,726	New	+$622K	0.6%	22

Other funds holding VTIP

EWM

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

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

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s VTIP Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8.6% in Q2 2026, buying an estimated $100K and bringing the position to 25,339 shares worth $1.27M. The position accounts for 0.59% of the portfolio, ranked #24.

Capstone Wealth Management (Alabama) first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Capstone Wealth Management (Alabama) held 25,339 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.27M as of Q2 2026.
Capstone Wealth Management (Alabama) bought 1,996 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $100K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.59% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #24 holding.
Capstone Wealth Management (Alabama) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.