J.W. Cole Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

J.W. Cole 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	$752K	Buy	+14,979	New	+$753K	0.01%	854
2026 Q1	–	Sell	-13,016	Closed	-$641K	–	1473
2025 Q4	$641K	Buy	13,016 +616	+5%	+$30.8K	0.02%	806
2025 Q3	$628K	Sell	12,400 -174	-1%	-$8.76K	0.01%	908
2025 Q2	$632K	Buy	12,574 +5,167	+70%	+$258K	0.01%	834
2025 Q1	$370K	Buy	+7,407	New	+$364K	0.01%	874
2024 Q3	–	Sell	-11,048	Closed	-$536K	–	970
2024 Q2	$536K	Sell	11,048 -7,389	-40%	-$355K	0.03%	510
2024 Q1	$883K	Sell	18,437 -27,293	-60%	-$1.3M	0.04%	368
2023 Q4	$2.17M	Sell	45,730 -27,313	-37%	-$1.29M	0.13%	181
2023 Q3	$3.45M	Sell	73,043 -102,827	-58%	-$4.86M	0.25%	92
2023 Q2	$8.34M	Sell	175,870 -18,826	-10%	-$897K	0.59%	31
2023 Q1	$9.31M	Sell	194,696 -41,913	-18%	-$1.97M	0.66%	21
2022 Q4	$11.1M	Sell	236,609 -75,593	-24%	-$3.6M	0.85%	15
2022 Q3	$15M	Buy	312,202 +17,965	+6%	+$890K	1.25%	7
2022 Q2	$14.7M	Buy	294,237 +259,067	+737%	+$13.1M	1.18%	8
2022 Q1	$1.8M	Buy	35,170 +11,316	+47%	+$580K	0.12%	197
2021 Q4	$1.23M	Sell	23,854 -1,322	-5%	-$68.8K	0.08%	261
2021 Q3	$1.32M	Buy	25,176 +21,159	+527%	+$1.11M	0.09%	139
2021 Q2	$211K	Sell	4,017 -522	-12%	-$27.2K	0.02%	684
2021 Q1	$234K	Buy	+4,539	New	+$233K	0.02%	585
2020 Q3	–	Sell	-14,892	Closed	-$747K	–	811
2020 Q2	$747K	Buy	+14,892	New	+$740K	0.11%	188

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

J.W. Cole Advisors's VTIP Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 14,979 shares worth $752K. The stake represents 0.01% of the portfolio and ranks #854 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VTIP as recently as Q4 2025.

J.W. Cole Advisors first reported a position in VTIP in Q2 2020 and has held it in 20 quarters since. The position peaked at $15M in Q3 2022. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

J.W. Cole Advisors held 14,979 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $752K as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new J.W. Cole Advisors position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #854 holding.
J.W. Cole Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and has held it in 20 quarters since.
J.W. Cole Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $15M in Q3 2022.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.