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

Concurrent Investment 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	$1.3M	Buy	25,809 +1,787	+7%	+$89.8K	0.01%	889
2026 Q1	$1.2M	Buy	24,022 +9,853	+70%	+$490K	0.01%	817
2025 Q4	$701K	Buy	14,169 +604	+4%	+$30.2K	0.01%	994
2025 Q3	$687K	Sell	13,565 -124	-0.9%	-$6.24K	0.01%	786
2025 Q2	$688K	Buy	+13,689	New	+$684K	0.01%	734
2024 Q1	–	Sell	-13,902	Closed	-$660K	–	1006
2023 Q4	$660K	Buy	+13,902	New	+$659K	0.03%	424

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Concurrent Investment Advisors's VTIP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.4% in Q2 2026, buying an estimated $89.8K and bringing the position to 25,809 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #889.

Concurrent Investment Advisors first reported a position in VTIP in Q4 2023 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Concurrent Investment Advisors held 25,809 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.3M as of Q2 2026.
Concurrent Investment Advisors bought 1,787 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $89.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #889 holding.
Concurrent Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 6 quarters since.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.