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

Elevated 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	$298K	Sell	5,935 -272	-4%	-$13.7K	0.08%	212
2026 Q1	$310K	Sell	6,207 -3,252	-34%	-$162K	0.08%	218
2025 Q4	$468K	Sell	9,459 -142	-1%	-$7.1K	0.11%	202
2025 Q3	$486K	Sell	9,601 -1,340	-12%	-$67.4K	0.12%	199
2025 Q2	$546K	Hold	10,941	–	–	0.15%	181
2025 Q1	$546K	Sell	10,941 -2,771	-20%	-$136K	0.15%	181
2024 Q4	$664K	Sell	13,712 -126	-0.9%	-$6.16K	0.18%	159
2024 Q3	$682K	Buy	+13,838	New	+$674K	0.18%	174

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

Elevated Capital Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.4% in Q2 2026, selling an estimated $13.7K and leaving 5,935 shares worth $298K. The position accounts for 0.08% of the portfolio, ranked #212.

Elevated Capital Advisors first reported a position in VTIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $682K in Q3 2024. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Elevated Capital Advisors held 5,935 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $298K as of Q2 2026.
Elevated Capital Advisors sold 272 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $13.7K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of Elevated Capital Advisors's portfolio in Q2 2026, its #212 holding.
Elevated Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $682K in Q3 2024.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.