Cornerstone National Bank & Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Cornerstone National Bank & Trust’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	$27.3M	Sell	550,581 -69,620	-11%	-$3.5M	9.22%	1
2026 Q1	$30.9M	Sell	620,201 -58,324	-9%	-$2.9M	11.4%	1
2025 Q4	$33.6M	Buy	678,525 +31,135	+5%	+$1.56M	13.39%	1
2025 Q3	$32.8M	Buy	647,390 +43,939	+7%	+$2.21M	13.37%	1
2025 Q2	$30.3M	Buy	603,451 +368,506	+157%	+$18.4M	13.05%	1
2025 Q1	$11.7M	Buy	234,945 +128,078	+120%	+$6.29M	5.24%	5
2024 Q4	$5.17M	Buy	106,867 +18,338	+21%	+$896K	2.38%	11
2024 Q3	$4.37M	Buy	88,529 +15,448	+21%	+$752K	1.97%	12
2024 Q2	$3.55M	Buy	73,081 +5,617	+8%	+$270K	1.74%	12
2024 Q1	$3.23M	Buy	67,464 +1,289	+2%	+$61.4K	1.63%	13
2023 Q4	$3.14M	Buy	+66,175	New	+$3.13M	1.68%	12

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

Cornerstone National Bank & Trust's VTIP Position: Q2 2026 in Review

Cornerstone National Bank & Trust reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 11% in Q2 2026, selling an estimated $3.5M and leaving 550,581 shares worth $27.3M. The position accounts for 9.22% of the portfolio, ranked #1.

Cornerstone National Bank & Trust first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.6M in Q4 2025. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Cornerstone National Bank & Trust held 550,581 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $27.3M as of Q2 2026.
Cornerstone National Bank & Trust sold 69,620 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.5M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 9.22% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #1 holding.
Cornerstone National Bank & Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 11 quarters since.
Cornerstone National Bank & Trust's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $33.6M in Q4 2025.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.