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

Mengis 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
2026 Q3	$1.38M	Buy	28,070 +11,031	+65%	+$547K	0.21%	104
2026 Q2	$856K	Sell	17,039 -1,248	-7%	-$62.7K	0.13%	127
2026 Q1	$913K	Sell	18,287 -453	-2%	-$22.5K	0.16%	121
2025 Q4	$927K	Sell	18,740 -164	-0.9%	-$8.2K	0.16%	112
2025 Q3	$957K	Buy	18,904 +845	+5%	+$42.5K	0.19%	108
2025 Q2	$908K	Buy	18,059 +1,937	+12%	+$96.7K	0.19%	105
2025 Q1	$804K	Buy	16,122 +495	+3%	+$24.3K	0.17%	113
2024 Q4	$757K	Buy	+15,627	New	+$763K	0.15%	116

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Mengis Capital Management's VTIP Position: Q3 2026 in Review

Mengis Capital Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 65% in Q3 2026, buying an estimated $547K and bringing the position to 28,070 shares worth $1.38M. The position accounts for 0.21% of the portfolio, ranked #104.

Mengis Capital Management first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. 204 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Mengis Capital Management held 28,070 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.38M as of Q3 2026.
Mengis Capital Management bought 11,031 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $547K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.21% of Mengis Capital Management's portfolio in Q3 2026, its #104 holding.
Mengis Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 8 quarters since.
204 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Mengis Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.