CA
VTIP icon

Clune & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Clune & Associates’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 		$10.3M Buy
205,131
+14,093
+7% +$708K 1.56% 18
2026
Q1 		$9.54M Buy
191,038
+167,080
+697% +$8.31M 1.79% 18
2025
Q4 		$1.18M Buy
23,958
+762
+3% +$38.1K 0.26% 82
2025
Q3 		$1.17M Buy
23,196
+856
+4% +$43.1K 0.29% 74
2025
Q2 		$1.12M Sell
22,340
-840
-4% -$41.9K 0.31% 72
2025
Q1 		$1.16M Buy
23,180
+1,164
+5% +$57.1K 0.36% 70
2024
Q4 		$1.07M Buy
+22,016
New +$1.08M 0.35% 71

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
AI
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
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Clune & Associates's VTIP Position: Q2 2026 in Review

Clune & Associates increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.4% in Q2 2026, buying an estimated $708K and bringing the position to 205,131 shares worth $10.3M. The position accounts for 1.56% of the portfolio, ranked #18.

Clune & Associates first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Clune & Associates held 205,131 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $10.3M as of Q2 2026.
  • Clune & Associates bought 14,093 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $708K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.56% of Clune & Associates's portfolio in Q2 2026, its #18 holding.
  • Clune & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 226 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.