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 Q3	$8.15M	Buy	165,545 +8,171	+5%	+$405K	0.34%	65
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	$9.9M	Buy	+196,020	New	+$9.9M	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Procyon Advisors's VTIP Position: Q3 2026 in Review

Procyon Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.2% in Q3 2026, buying an estimated $405K and bringing the position to 165,545 shares worth $8.15M. The position accounts for 0.34% of the portfolio, ranked #65.

Procyon Advisors first reported a position in VTIP in Q4 2019 and has held it in 10 quarters since. The position peaked at $9.9M in Q3 2025. 883 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Procyon Advisors held 165,545 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.15M as of Q3 2026.
Procyon Advisors bought 8,171 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $405K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.34% of Procyon Advisors's portfolio in Q3 2026, its #65 holding.
Procyon Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 10 quarters since.
Procyon Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.9M in Q3 2025.
883 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.