McElhenny Sheffield Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

McElhenny Sheffield Capital Management’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
2025 Q4	–	Sell	-13,442	Closed	-$681K	–	117
2025 Q3	$681K	Hold	13,442	–	–	0.16%	32
2025 Q2	$676K	Sell	13,442 -53	-0.4%	-$2.65K	0.18%	33
2025 Q1	$673K	Buy	13,495 +53	+0.4%	+$2.6K	0.25%	30
2024 Q4	$651K	Hold	13,442	–	–	0.22%	26
2024 Q3	$663K	Hold	13,442	–	–	0.22%	30
2024 Q2	$652K	Hold	13,442	–	–	0.23%	37
2024 Q1	$644K	Hold	13,442	–	–	0.23%	37
2023 Q4	$638K	Hold	13,442	–	–	0.26%	37
2023 Q3	$636K	Hold	13,442	–	–	0.32%	31
2023 Q2	$637K	Sell	13,442 -10,490	-44%	-$500K	0.27%	41
2023 Q1	$1.14M	Sell	23,932 -873	-4%	-$41.1K	0.6%	22
2022 Q4	$1.16M	Buy	+24,805	New	+$1.18M	0.54%	21

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

McElhenny Sheffield Capital Management's VTIP Position: Q4 2025 in Review

McElhenny Sheffield Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 13,442 shares — an estimated $681K sold.

McElhenny Sheffield Capital Management first reported a position in VTIP in Q4 2022 and held it in 12 quarters. The position peaked at $1.16M in Q4 2022. 893 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

McElhenny Sheffield Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 13,442 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $681K.
McElhenny Sheffield Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 12 quarters.
McElhenny Sheffield Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.16M in Q4 2022.
893 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on McElhenny Sheffield Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.