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

Conservest Capital 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	$3.7M	Buy	73,582 +19,513	+36%	+$981K	0.29%	39
2026 Q1	$2.7M	Buy	54,069 +19,013	+54%	+$945K	0.24%	40
2025 Q4	$1.73M	Buy	35,056 +4,313	+14%	+$216K	0.16%	43
2025 Q3	$1.56M	Buy	30,743 +11,588	+60%	+$583K	0.14%	43
2025 Q2	$963K	Buy	19,155 +14,839	+344%	+$741K	0.1%	52
2025 Q1	$215K	Buy	+4,316	New	+$212K	0.02%	105

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

Conservest Capital Advisors's VTIP Position: Q2 2026 in Review

Conservest Capital Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 36% in Q2 2026, buying an estimated $981K and bringing the position to 73,582 shares worth $3.7M. The position accounts for 0.29% of the portfolio, ranked #39.

Conservest Capital Advisors first reported a position in VTIP in Q1 2025 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Conservest Capital Advisors held 73,582 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.7M as of Q2 2026.
Conservest Capital Advisors bought 19,513 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $981K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.29% of Conservest Capital Advisors's portfolio in Q2 2026, its #39 holding.
Conservest Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 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 Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.