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

Gradient 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 		$8.53M Buy
169,781
+7,901
+5% +$397K 1.98% 13
2026
Q1 		$8.09M Buy
161,880
+8,497
+6% +$423K 2.1% 10
2025
Q4 		$7.59M Sell
153,383
-1,119
-0.7% -$56K 1.96% 12
2025
Q3 		$7.82M Buy
154,502
+14,433
+10% +$726K 2.1% 10
2025
Q2 		$7.04M Sell
140,069
-10,943
-7% -$546K 2.08% 11
2025
Q1 		$7.54M Sell
151,012
-1,594
-1% -$78.2K 2.46% 8
2024
Q4 		$7.39M Buy
152,606
+10,713
+8% +$523K 2.38% 10
2024
Q3 		$7M Buy
141,893
+2,092
+1% +$102K 2.32% 9
2024
Q2 		$6.79M Buy
139,801
+3,822
+3% +$184K 2.43% 8
2024
Q1 		$6.51M Buy
135,979
+6,761
+5% +$322K 2.39% 9
2023
Q4 		$6.14M Sell
129,218
-20,324
-14% -$963K 2.34% 11
2023
Q3 		$7.07M Sell
149,542
-11,391
-7% -$538K 2.96% 6
2023
Q2 		$7.63M Sell
160,933
-13,191
-8% -$629K 3.06% 6
2023
Q1 		$8.33M Sell
174,124
-15,719
-8% -$740K 3.54% 5
2022
Q4 		$8.87M Sell
189,843
-22,657
-11% -$1.08M 4.03% 4
2022
Q3 		$10.2M Sell
212,500
-11,848
-5% -$587K 4.88% 3
2022
Q2 		$11.2M Sell
224,348
-8,814
-4% -$446K 5.4% 3
2022
Q1 		$11.9M Sell
233,162
-522
-0.2% -$26.8K 5.06% 3
2021
Q4 		$12M Buy
233,684
+13,550
+6% +$705K 5% 4
2021
Q3 		$11.6M Buy
220,134
+9,953
+5% +$522K 5.31% 4
2021
Q2 		$11M Buy
210,181
+20,814
+11% +$1.08M 5.16% 4
2021
Q1 		$9.76M Buy
189,367
+18,535
+11% +$953K 5.17% 4
2020
Q4 		$8.73M Buy
170,832
+17,204
+11% +$876K 4.98% 5
2020
Q3 		$7.84M Buy
153,628
+14,376
+10% +$729K 4.89% 5
2020
Q2 		$6.99M Buy
139,252
+14,582
+12% +$725K 4.72% 4
2020
Q1 		$6.07M Sell
124,670
-23,869
-16% -$1.17M 4.9% 4
2019
Q4 		$7.32M Buy
148,539
+3,101
+2% +$153K 5.09% 5
2019
Q3 		$7.13M Sell
145,438
-705
-0.5% -$34.8K 5.33% 4
2019
Q2 		$7.21M Sell
146,143
-6,009
-4% -$294K 5.54% 4
2019
Q1 		$7.41M Sell
152,152
-7,500
-5% -$362K 5.91% 4
2018
Q4 		$7.65M Sell
159,652
-8,563
-5% -$412K 6.61% 4
2018
Q3 		$8.14M Sell
168,215
-2,739
-2% -$134K 6.86% 3
2018
Q2 		$8.35M Sell
170,954
-711
-0.4% -$34.8K 7.76% 3
2018
Q1 		$8.4M Buy
171,665
+131
+0.1% +$6.38K 8.39% 3
2017
Q4 		$8.37M Buy
+171,534
New +$8.48M 8.58% 3

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

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

Gradient Capital Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.9% in Q2 2026, buying an estimated $397K and bringing the position to 169,781 shares worth $8.53M. The position accounts for 1.98% of the portfolio, ranked #13.

Gradient Capital Advisors first reported a position in VTIP in Q4 2017 and has held it in 35 quarters since. The position peaked at $12M in Q4 2021. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Gradient Capital Advisors held 169,781 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.53M as of Q2 2026.
  • Gradient Capital Advisors bought 7,901 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $397K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.98% of Gradient Capital Advisors's portfolio in Q2 2026, its #13 holding.
  • Gradient Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 35 quarters since.
  • Gradient Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $12M in Q4 2021.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.