Laurel Wealth Advisors (North Carolina)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$994K	Buy	19,785 +800	+4%	+$40.2K	0.1%	117
2026 Q1	$957K	Hold	18,985	–	–	0.09%	119
2025 Q4	$939K	Buy	18,985 +1,700	+10%	+$85K	0.12%	117
2025 Q3	$875K	Buy	17,285 +4,865	+39%	+$245K	0.12%	121
2025 Q2	$624K	Hold	12,420	–	–	0.09%	129
2025 Q1	$620K	Sell	12,420 -1,540	-11%	-$75.6K	0.1%	124
2024 Q4	$676K	Sell	13,960 -400	-3%	-$19.5K	0.11%	119
2024 Q3	$708K	Hold	14,360	–	–	0.11%	118
2024 Q2	$697K	Sell	14,360 -275	-2%	-$13.2K	0.12%	119
2024 Q1	$701K	Sell	14,635 -100	-0.7%	-$4.76K	0.12%	118
2023 Q4	$700K	Sell	14,735 -320	-2%	-$15.2K	0.13%	114
2023 Q3	$712K	Sell	15,055 -2,020	-12%	-$95.4K	0.15%	107
2023 Q2	$810K	Sell	17,075 -120	-0.7%	-$5.72K	0.16%	106
2023 Q1	$822K	Sell	17,195 -4,671	-21%	-$220K	0.17%	102
2022 Q4	$1.02M	Sell	21,866 -10,060	-32%	-$479K	0.23%	86
2022 Q3	$1.54M	Sell	31,926 -76,454	-71%	-$3.79M	0.38%	71
2022 Q2	$5.43M	Sell	108,380 -145,493	-57%	-$7.36M	1.31%	20
2022 Q1	$13M	Sell	253,873 -4,153	-2%	-$213K	2.73%	5
2021 Q4	$13.3M	Buy	258,026 +6,291	+2%	+$327K	2.72%	5
2021 Q3	$13.2M	Buy	251,735 +4,720	+2%	+$248K	2.93%	5
2021 Q2	$12.9M	Buy	247,015 +8,865	+4%	+$462K	2.79%	6
2021 Q1	$12.3M	Buy	238,150 +19,897	+9%	+$1.02M	2.97%	5
2020 Q4	$11.2M	Buy	218,253 +70,773	+48%	+$3.6M	2.9%	5
2020 Q3	$7.52M	Buy	147,480 +51,165	+53%	+$2.6M	2.25%	10
2020 Q2	$4.83M	Buy	96,315 +13,780	+17%	+$685K	1.59%	15
2020 Q1	$4.02M	Buy	82,535 +18,020	+28%	+$885K	1.51%	16
2019 Q4	$3.18M	Buy	64,515 +23,465	+57%	+$1.16M	1%	28
2019 Q3	$2.01M	Buy	41,050 +11,163	+37%	+$552K	0.69%	45
2019 Q2	$1.47M	Sell	29,887 -23,864	-44%	-$1.17M	0.52%	56
2019 Q1	$2.62M	Sell	53,751 -27,205	-34%	-$1.31M	0.96%	34
2018 Q4	$3.88M	Buy	+80,956	New	+$3.9M	1.56%	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

Laurel Wealth Advisors (North Carolina)'s VTIP Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.2% in Q2 2026, buying an estimated $40.2K and bringing the position to 19,785 shares worth $994K. The position accounts for 0.1% of the portfolio, ranked #117.

Laurel Wealth Advisors (North Carolina) first reported a position in VTIP in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.3M in Q4 2021. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 19,785 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $994K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 800 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $40.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.1% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #117 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13.3M 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 Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.