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

Fortis 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
2025 Q4	–	Sell	-4,692	Closed	-$238K	–	347
2025 Q3	$238K	Sell	4,692 -1,035	-18%	-$52.1K	0.04%	246
2025 Q2	$288K	Buy	5,727 +523	+10%	+$26.1K	0.05%	207
2025 Q1	$260K	Buy	+5,204	New	+$255K	0.05%	217
2024 Q2	–	Sell	-12,278	Closed	-$588K	–	191
2024 Q1	$588K	Sell	12,278 -1,454	-11%	-$69.2K	0.25%	70
2023 Q4	$652K	Sell	13,732 -8,167	-37%	-$387K	0.35%	45
2023 Q3	$1.04M	Sell	21,899 -26,270	-55%	-$1.24M	0.66%	30
2023 Q2	$2.28M	Sell	48,169 -3,682	-7%	-$176K	1.34%	18
2023 Q1	$2.48M	Sell	51,851 -10,412	-17%	-$490K	1.33%	15
2022 Q4	$2.91M	Buy	+62,263	New	+$2.97M	1.73%	10

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fortis Capital Advisors's VTIP Position: Q4 2025 in Review

Fortis Capital Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 4,692 shares — an estimated $238K sold.

Fortis Capital Advisors first reported a position in VTIP in Q4 2022 and held it in 9 quarters. The position peaked at $2.91M in Q4 2022. 894 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Fortis Capital Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Fortis Capital Advisors sold 4,692 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $238K.
Fortis Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 9 quarters.
Fortis Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.91M in Q4 2022.
894 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Fortis Capital Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.