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

Fortis Capital Management’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 Q1	–	Sell	-4,364	Closed	-$216K	–	232
2025 Q4	$216K	Buy	+4,364	New	+$218K	0.03%	193
2025 Q2	–	Sell	-7,790	Closed	-$389K	–	183
2025 Q1	$389K	Sell	7,790 -110	-1%	-$5.4K	0.08%	112
2024 Q4	$383K	Buy	7,900 +429	+6%	+$21K	0.07%	103
2024 Q3	$368K	Sell	7,471 -1,860	-20%	-$90.6K	0.07%	98
2024 Q2	$453K	Buy	9,331 +628	+7%	+$30.2K	0.1%	96
2024 Q1	$417K	Sell	8,703 -2,210	-20%	-$105K	0.11%	84
2023 Q4	$518K	Buy	10,913 +1,500	+16%	+$71.1K	0.13%	101
2023 Q3	$445K	Buy	9,413 +1,875	+25%	+$88.6K	0.14%	99
2023 Q2	$357K	Sell	7,538 -696	-8%	-$33.2K	0.13%	79
2023 Q1	$394K	Buy	8,234 +486	+6%	+$22.9K	0.16%	73
2022 Q4	$362K	Sell	7,748 -3,615	-32%	-$172K	0.27%	67
2022 Q3	$547K	Buy	11,363 +267	+2%	+$13.2K	0.47%	60
2022 Q2	$556K	Buy	+11,096	New	+$561K	0.55%	60

Other funds holding VTIP

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

EWM

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

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

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

Fortis Capital Management's VTIP Position: Q1 2026 in Review

Fortis Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 4,364 shares — an estimated $216K sold.

Fortis Capital Management first reported a position in VTIP in Q2 2022 and held it in 13 quarters. The position peaked at $556K in Q2 2022. 916 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Fortis Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
Fortis Capital Management sold 4,364 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $216K.
Fortis Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 13 quarters.
Fortis Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $556K in Q2 2022.
916 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.