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

Capstone Wealth Management Group (Oregon)’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 Q3	$349K	Hold	7,097	–	–	0.21%	89
2026 Q2	$356K	Hold	7,097	–	–	0.21%	89
2026 Q1	$354K	Hold	7,097	–	–	0.22%	84
2025 Q4	$351K	Buy	7,097 +1,000	+16%	+$50K	0.21%	84
2025 Q3	$309K	Hold	6,097	–	–	0.2%	85
2025 Q2	$306K	Hold	6,097	–	–	0.22%	77
2025 Q1	$304K	Hold	6,097	–	–	0.24%	70
2024 Q4	$295K	Buy	+6,097	New	+$298K	0.22%	76

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s VTIP Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2026 at 7,097 shares worth $349K. The position accounts for 0.21% of the portfolio, ranked #89.

Capstone Wealth Management Group (Oregon) first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $356K in Q2 2026. 217 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 7,097 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $349K as of Q3 2026.
Capstone Wealth Management Group (Oregon) left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q3 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.21% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #89 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 8 quarters since.
Capstone Wealth Management Group (Oregon)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $356K in Q2 2026.
217 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.