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

CogentBlue Wealth 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 		$3.82M Buy
76,023
+2,905
+4% +$146K 2.19% 17
2026
Q1 		$3.65M Sell
73,118
-3,140
-4% -$156K 2.46% 14
2025
Q4 		$3.77M Sell
76,258
-7,095
-9% -$355K 2.57% 15
2025
Q3 		$4.22M Sell
83,353
-1,365
-2% -$68.7K 2.88% 11
2025
Q2 		$4.26M Buy
84,718
+7,451
+10% +$372K 3.26% 9
2025
Q1 		$3.86M Buy
77,267
+1,759
+2% +$86.3K 3.39% 9
2024
Q4 		$3.66M Buy
+75,508
New +$3.69M 3.22% 10

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
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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

CogentBlue Wealth Advisors's VTIP Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4% in Q2 2026, buying an estimated $146K and bringing the position to 76,023 shares worth $3.82M. The position accounts for 2.19% of the portfolio, ranked #17.

CogentBlue Wealth Advisors first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.26M in Q2 2025. 210 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • CogentBlue Wealth Advisors held 76,023 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.82M as of Q2 2026.
  • CogentBlue Wealth Advisors bought 2,905 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $146K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.19% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • CogentBlue Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
  • CogentBlue Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.26M in Q2 2025.
  • 210 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.