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

Money Concepts Capital’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	$793K	Sell	15,783 -63,632	-80%	-$3.2M	0.04%	343
2026 Q1	$3.97M	Buy	+79,415	New	+$3.95M	0.22%	104
2023 Q3	–	Sell	-27,486	Closed	-$1.3M	–	384
2023 Q2	$1.3M	Sell	27,486 -46,931	-63%	-$2.24M	0.13%	174
2023 Q1	$1.02M	Buy	74,417 +34,118	+85%	+$1.61M	0.06%	217
2022 Q4	$1.88M	Buy	40,299 +21,598	+115%	+$1.03M	0.08%	195
2022 Q3	$900K	Sell	18,701 -27,631	-60%	-$1.37M	0.05%	241
2022 Q2	$2.31M	Sell	46,332 -33,220	-42%	-$1.68M	0.21%	116
2022 Q1	$4.07M	Buy	79,552 +33,600	+73%	+$1.72M	0.23%	90
2021 Q4	$2.36M	Buy	+45,952	New	+$2.39M	0.2%	118
2021 Q1	$1.95M	Buy	37,868 +836	+2%	+$43K	0.16%	142
2020 Q4	$1.89M	Buy	+37,032	New	+$1.88M	0.17%	129

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

Money Concepts Capital's VTIP Position: Q2 2026 in Review

Money Concepts Capital reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 80% in Q2 2026, selling an estimated $3.2M and leaving 15,783 shares worth $793K. The position accounts for 0.04% of the portfolio, ranked #343.

Money Concepts Capital first reported a position in VTIP in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.07M in Q1 2022. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Money Concepts Capital held 15,783 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $793K as of Q2 2026.
Money Concepts Capital sold 63,632 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.2M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #343 holding.
Money Concepts Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 11 quarters since.
Money Concepts Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.07M in Q1 2022.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.