CMP
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Coston McIsaac & Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Coston McIsaac & Partners’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 		$1.69M Buy
33,620
+2,578
+8% +$130K 0.34% 60
2026
Q1 		$1.55M Buy
31,042
+3,395
+12% +$169K 0.35% 55
2025
Q4 		$1.37M Sell
27,647
-316
-1% -$15.8K 0.32% 58
2025
Q3 		$1.42M Buy
27,963
+724
+3% +$36.4K 0.34% 57
2025
Q2 		$1.37M Buy
27,239
+4,103
+18% +$205K 0.35% 56
2025
Q1 		$1.15M Buy
23,136
+3,498
+18% +$172K 0.34% 54
2024
Q4 		$950K Buy
19,638
+5,375
+38% +$263K 0.28% 59
2024
Q3 		$703K Buy
14,263
+467
+3% +$22.7K 0.2% 66
2024
Q2 		$669K Buy
13,796
+196
+1% +$9.43K 0.21% 64
2024
Q1 		$651K Buy
13,600
+977
+8% +$46.5K 0.21% 65
2023
Q4 		$599K Sell
12,623
-48
-0.4% -$2.27K 0.21% 66
2023
Q3 		$599K Buy
12,671
+816
+7% +$38.6K 0.23% 61
2023
Q2 		$562K Sell
11,855
-571
-5% -$27.2K 0.19% 74
2023
Q1 		$594K Sell
12,426
-412
-3% -$19.4K 0.22% 69
2022
Q4 		$599K Buy
12,838
+624
+5% +$29.7K 0.23% 70
2022
Q3 		$587K Sell
12,214
-1,809
-13% -$89.6K 0.27% 61
2022
Q2 		$703K Buy
+14,023
New +$709K 0.42% 47

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Coston McIsaac & Partners's VTIP Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8.3% in Q2 2026, buying an estimated $130K and bringing the position to 33,620 shares worth $1.69M. The position accounts for 0.34% of the portfolio, ranked #60.

Coston McIsaac & Partners first reported a position in VTIP in Q2 2022 and has held it in 17 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Coston McIsaac & Partners held 33,620 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.69M as of Q2 2026.
  • Coston McIsaac & Partners bought 2,578 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $130K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.34% of Coston McIsaac & Partners's portfolio in Q2 2026, its #60 holding.
  • Coston McIsaac & Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 17 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.