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

CoreCap 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 Q3	$1.04M	Buy	21,086 +2,574	+14%	+$128K	0.03%	374
2026 Q2	$930K	Buy	18,512 +2,734	+17%	+$137K	0.03%	398
2026 Q1	$788K	Buy	15,778 +3,023	+24%	+$150K	0.03%	409
2025 Q4	$631K	Buy	12,755 +1,205	+10%	+$60.3K	0.02%	465
2025 Q3	$585K	Buy	11,550 +1,859	+19%	+$93.6K	0.02%	495
2025 Q2	$487K	Buy	9,691 +2,182	+29%	+$109K	0.02%	519
2025 Q1	$375K	Sell	7,509 -1,871	-20%	-$91.8K	0.02%	529
2024 Q4	$454K	Sell	9,380 -5,715	-38%	-$279K	0.02%	495
2024 Q3	$744K	Buy	+15,095	New	+$735K	0.04%	375
2024 Q2	–	Sell	-418,604	Closed	-$20M	–	2577
2024 Q1	$20M	Buy	418,604 +34,676	+9%	+$1.65M	1.06%	16
2023 Q4	$18.2M	Sell	383,928 -119,012	-24%	-$5.64M	1.18%	14
2023 Q3	$23.8M	Sell	502,940 -211,847	-30%	-$10M	1.71%	10
2023 Q2	$33.9M	Buy	+714,787	New	+$34.1M	2.41%	6
2022 Q4	$36.6M	Buy	784,329 +16,363	+2%	+$780K	2.62%	5
2022 Q3	$36.9M	Buy	767,966 +52,634	+7%	+$2.61M	3.1%	4
2022 Q2	$35.9M	Buy	715,332 +21,809	+3%	+$1.1M	2.79%	5
2022 Q1	$35.5M	Buy	693,523 +138,056	+25%	+$7.08M	2.45%	6
2021 Q4	$28.6M	Buy	+555,467	New	+$28.9M	1.91%	8

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

CoreCap Advisors's VTIP Position: Q3 2026 in Review

CoreCap Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q3 2026, buying an estimated $128K and bringing the position to 21,086 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #374.

CoreCap Advisors first reported a position in VTIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $36.9M in Q3 2022. 256 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

CoreCap Advisors held 21,086 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.04M as of Q3 2026.
CoreCap Advisors bought 2,574 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $128K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of CoreCap Advisors's portfolio in Q3 2026, its #374 holding.
CoreCap Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 18 quarters since.
CoreCap Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $36.9M in Q3 2022.
256 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.