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

CGN 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 		$2.53M Buy
50,453
+2,334
+5% +$117K 0.19% 109
2026
Q1 		$2.4M Buy
48,119
+2,272
+5% +$113K 0.19% 113
2025
Q4 		$2.27M Buy
45,847
+3,501
+8% +$175K 0.18% 117
2025
Q3 		$2.14M Buy
42,346
+2,683
+7% +$135K 0.18% 119
2025
Q2 		$1.99M Buy
39,663
+1,783
+5% +$89K 0.18% 117
2025
Q1 		$1.89M Buy
37,880
+781
+2% +$38.3K 0.19% 122
2024
Q4 		$1.8M Sell
37,099
-1,151
-3% -$56.2K 0.17% 123
2024
Q3 		$1.89M Buy
38,250
+2
+0% +$97 0.19% 120
2024
Q2 		$1.86M Sell
38,248
-4,880
-11% -$235K 0.22% 116
2024
Q1 		$2.07M Sell
43,128
-3,670
-8% -$175K 0.26% 103
2023
Q4 		$2.22M Buy
46,798
+3,819
+9% +$181K 0.31% 95
2023
Q3 		$2.03M Buy
42,979
+1,399
+3% +$66.1K 0.27% 96
2023
Q2 		$1.97M Buy
41,580
+2,252
+6% +$107K 0.28% 96
2023
Q1 		$1.88M Sell
39,328
-872
-2% -$41.1K 0.3% 90
2022
Q4 		$1.88M Sell
40,200
-7,880
-16% -$375K 0.33% 83
2022
Q3 		$2.31M Sell
48,080
-660
-1% -$32.7K 0.58% 48
2022
Q2 		$2.44M Buy
48,740
+8,255
+20% +$418K 0.69% 41
2022
Q1 		$2.07M Buy
40,485
+6,735
+20% +$345K 0.52% 52
2021
Q4 		$1.74M Buy
33,750
+7,176
+27% +$373K 0.45% 58
2021
Q3 		$1.4M Buy
26,574
+4,897
+23% +$257K 0.46% 61
2021
Q2 		$1.14M Buy
21,677
+5,533
+34% +$288K 0.36% 70
2021
Q1 		$832K Buy
16,144
+3,353
+26% +$172K 0.3% 76
2020
Q4 		$654K Buy
+12,791
New +$651K 0.26% 84

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

CGN Advisors's VTIP Position: Q2 2026 in Review

CGN Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.9% in Q2 2026, buying an estimated $117K and bringing the position to 50,453 shares worth $2.53M. The position accounts for 0.19% of the portfolio, ranked #109.

CGN Advisors first reported a position in VTIP in Q4 2020 and has held it in 23 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • CGN Advisors held 50,453 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.53M as of Q2 2026.
  • CGN Advisors bought 2,334 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $117K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.19% of CGN Advisors's portfolio in Q2 2026, its #109 holding.
  • CGN Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 23 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.