Carnegie Investment Counsel’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Carnegie Investment Counsel’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	$14.4M	Sell	287,233 -7,735	-3%	-$389K	0.29%	94
2026 Q1	$14.7M	Buy	294,968 +4,292	+1%	+$213K	0.29%	97
2025 Q4	$14.4M	Buy	290,676 +6,745	+2%	+$337K	0.27%	101
2025 Q3	$14.4M	Buy	283,931 +20,714	+8%	+$1.04M	0.27%	107
2025 Q2	$13.2M	Buy	263,217 +8,528	+3%	+$426K	0.27%	109
2025 Q1	$12.7M	Buy	+254,689	New	+$12.5M	0.3%	103
2021 Q3	–	Sell	-5,251	Closed	-$275K	–	486
2021 Q2	$275K	Hold	5,251	–	–	0.01%	410
2021 Q1	$271K	Hold	5,251	–	–	0.01%	396
2020 Q4	$268K	Hold	5,251	–	–	0.01%	376
2020 Q3	$268K	Hold	5,251	–	–	0.01%	357
2020 Q2	$263K	Hold	5,251	–	–	0.02%	359
2020 Q1	$256K	Buy	+5,251	New	+$258K	0.02%	342

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Carnegie Investment Counsel's VTIP Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.6% in Q2 2026, selling an estimated $389K and leaving 287,233 shares worth $14.4M. The position accounts for 0.29% of the portfolio, ranked #94.

Carnegie Investment Counsel first reported a position in VTIP in Q1 2020 and has held it in 12 quarters since. The position peaked at $14.7M in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Carnegie Investment Counsel held 287,233 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $14.4M as of Q2 2026.
Carnegie Investment Counsel sold 7,735 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $389K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.29% of Carnegie Investment Counsel's portfolio in Q2 2026, its #94 holding.
Carnegie Investment Counsel first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 12 quarters since.
Carnegie Investment Counsel's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $14.7M in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.