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

Gilbert Capital Group’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	$3.34M	Buy	66,516 +18,860	+40%	+$948K	2.34%	15
2026 Q1	$2.38M	Sell	47,656 -1,075	-2%	-$53.5K	1.84%	13
2025 Q4	$2.41M	Buy	48,731 +2,280	+5%	+$114K	1.81%	16
2025 Q3	$2.35M	Buy	46,451 +3,634	+8%	+$183K	1.82%	15
2025 Q2	$2.15M	Buy	+42,817	New	+$2.14M	1.78%	15

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

Gilbert Capital Group's VTIP Position: Q2 2026 in Review

Gilbert Capital Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 40% in Q2 2026, buying an estimated $948K and bringing the position to 66,516 shares worth $3.34M. The position accounts for 2.34% of the portfolio, ranked #15.

Gilbert Capital Group first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Gilbert Capital Group held 66,516 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.34M as of Q2 2026.
Gilbert Capital Group bought 18,860 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $948K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.34% of Gilbert Capital Group's portfolio in Q2 2026, its #15 holding.
Gilbert Capital Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 5 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.