Procyon Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Procyon 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 Q2	$7.9M	Sell	157,374 -12,054	-7%	-$606K	0.34%	67
2026 Q1	$8.46M	Sell	169,428 -21,708	-11%	-$1.08M	0.41%	51
2025 Q4	$9.45M	Sell	191,136 -4,884	-2%	-$244K	0.47%	48
2025 Q3	$9.92M	Buy	+196,020	New	+$9.87M	0.59%	37
2024 Q1	–	Sell	-5,105	Closed	-$242K	–	535
2023 Q4	$242K	Buy	+5,105	New	+$242K	0.02%	455
2021 Q4	–	Sell	-5,471	Closed	-$288K	–	350
2021 Q3	$288K	Buy	+5,471	New	+$287K	0.07%	245
2020 Q3	–	Sell	-584	Closed	-$29K	–	1035
2020 Q2	$29K	Hold	584	–	–	0.02%	479
2020 Q1	$28K	Hold	584	–	–	0.02%	421
2019 Q4	$29K	Buy	+584	New	+$28.8K	0.02%	439

Other funds holding VTIP

EWM

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Procyon Advisors's VTIP Position: Q2 2026 in Review

Procyon Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.1% in Q2 2026, selling an estimated $606K and leaving 157,374 shares worth $7.9M. The position accounts for 0.34% of the portfolio, ranked #67.

Procyon Advisors first reported a position in VTIP in Q4 2019 and has held it in 9 quarters since. The position peaked at $9.92M in Q3 2025. 427 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Procyon Advisors held 157,374 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.9M as of Q2 2026.
Procyon Advisors sold 12,054 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $606K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.34% of Procyon Advisors's portfolio in Q2 2026, its #67 holding.
Procyon Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 9 quarters since.
Procyon Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.92M in Q3 2025.
427 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.