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

Elevation Capital Advisory’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	$6.8M	Sell	135,370 -15,409	-10%	-$775K	2.63%	17
2026 Q1	$7.53M	Buy	150,779 +23,410	+18%	+$1.16M	3.21%	6
2025 Q4	$6.3M	Buy	127,369 +103,632	+437%	+$5.18M	2.57%	14
2025 Q3	$1.2M	Buy	+23,737	New	+$1.19M	0.48%	44

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

Elevation Capital Advisory's VTIP Position: Q2 2026 in Review

Elevation Capital Advisory reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 10% in Q2 2026, selling an estimated $775K and leaving 135,370 shares worth $6.8M. The position accounts for 2.63% of the portfolio, ranked #17.

Elevation Capital Advisory first reported a position in VTIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.53M in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Elevation Capital Advisory held 135,370 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.8M as of Q2 2026.
Elevation Capital Advisory sold 15,409 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $775K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.63% of Elevation Capital Advisory's portfolio in Q2 2026, its #17 holding.
Elevation Capital Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 4 quarters since.
Elevation Capital Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.53M in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.