JWCA
VTIP icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

J.W. Cole Advisors's VTIP Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 13,016 shares — an estimated $641K sold.

J.W. Cole Advisors first reported a position in VTIP in Q2 2020 and held it in 19 quarters. The position peaked at $15M in Q3 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 13,016 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $641K.
  • J.W. Cole Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and held it in 19 quarters.
  • J.W. Cole Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $15M in Q3 2022.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.