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Roble Belko & Company’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Roble Belko & Company’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 		$270K Sell
5,369
-159
-3% -$7.99K 0.03% 121
2026
Q1 		$276K Sell
5,528
-7,100
-56% -$353K 0.04% 111
2025
Q4 		$625K Sell
12,628
-2,026
-14% -$101K 0.08% 72
2025
Q3 		$742K Buy
14,654
+58
+0.4% +$2.92K 0.1% 62
2025
Q2 		$734K Sell
14,596
-190,493
-93% -$9.51M 0.11% 63
2025
Q1 		$10.2M Buy
205,089
+6,541
+3% +$321K 1.63% 17
2024
Q4 		$9.61M Buy
198,548
+3,358
+2% +$164K 1.53% 18
2024
Q3 		$9.63M Buy
195,190
+6,904
+4% +$336K 1.52% 17
2024
Q2 		$9.14M Buy
188,286
+39,191
+26% +$1.88M 1.53% 17
2024
Q1 		$7.14M Sell
149,095
-9,926
-6% -$473K 1.23% 21
2023
Q4 		$7.55M Buy
159,021
+2,568
+2% +$122K 1.42% 19
2023
Q3 		$7.4M Buy
156,453
+1,803
+1% +$85.2K 1.51% 21
2023
Q2 		$7.33M Sell
154,650
-41,619
-21% -$1.98M 1.46% 21
2023
Q1 		$9.39M Buy
196,269
+3,102
+2% +$146K 1.92% 19
2022
Q4 		$9.02M Sell
193,167
-39,307
-17% -$1.87M 1.92% 18
2022
Q3 		$11.2M Sell
232,474
-3,765
-2% -$187K 2.72% 13
2022
Q2 		$11.8M Sell
236,239
-66,619
-22% -$3.37M 2.69% 14
2022
Q1 		$15.5M Buy
302,858
+3,732
+1% +$191K 2.95% 13
2021
Q4 		$15.4M Buy
299,126
+3,800
+1% +$198K 2.89% 15
2021
Q3 		$15.5M Sell
295,326
-94,693
-24% -$4.97M 3.19% 12
2021
Q2 		$20.4M Sell
390,019
-1,379
-0.4% -$71.9K 4.62% 5
2021
Q1 		$20.2M Buy
391,398
+14,564
+4% +$749K 4.87% 5
2020
Q4 		$19.3M Buy
376,834
+30,651
+9% +$1.56M 5.02% 5
2020
Q3 		$17.7M Buy
346,183
+27,684
+9% +$1.4M 5.18% 5
2020
Q2 		$16M Sell
318,499
-11,910
-4% -$592K 4.79% 5
2020
Q1 		$16.1M Sell
330,409
-39,399
-11% -$1.93M 5.21% 3
2019
Q4 		$18.2M Sell
369,808
-4,615
-1% -$227K 5.05% 5
2019
Q3 		$18.4M Buy
374,423
+31,809
+9% +$1.57M 5.39% 5
2019
Q2 		$16.9M Buy
342,614
+97,778
+40% +$4.79M 5.22% 5
2019
Q1 		$11.9M Buy
244,836
+10,427
+4% +$503K 4.08% 7
2018
Q4 		$11.2M Buy
234,409
+405
+0.2% +$19.5K 4.31% 7
2018
Q3 		$11.3M Buy
234,004
+12,054
+5% +$589K 4.13% 6
2018
Q2 		$10.8M Buy
+221,950
New +$10.9M 4.13% 6

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Roble Belko & Company's VTIP Position: Q2 2026 in Review

Roble Belko & Company reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.9% in Q2 2026, selling an estimated $7.99K and leaving 5,369 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #121.

Roble Belko & Company first reported a position in VTIP in Q2 2018 and has held it in 33 quarters since. The position peaked at $20.4M in Q2 2021. 505 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Roble Belko & Company held 5,369 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $270K as of Q2 2026.
  • Roble Belko & Company sold 159 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $7.99K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Roble Belko & Company's portfolio in Q2 2026, its #121 holding.
  • Roble Belko & Company first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2018 and has held it in 33 quarters since.
  • Roble Belko & Company's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $20.4M in Q2 2021.
  • 505 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.