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

Round Rock 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 		$952K Sell
18,946
-781
-4% -$39.3K 0.12% 129
2026
Q1 		$985K Sell
19,727
-492
-2% -$24.5K 0.15% 107
2025
Q4 		$1M Sell
20,219
-610
-3% -$30.5K 0.15% 109
2025
Q3 		$1.05M Buy
20,829
+294
+1% +$14.8K 0.17% 83
2025
Q2 		$1.03M Sell
20,535
-1,635
-7% -$81.6K 0.18% 83
2025
Q1 		$1.11M Sell
22,170
-4,929
-18% -$242K 0.21% 72
2024
Q4 		$1.31M Sell
27,099
-3,061
-10% -$150K 0.27% 60
2024
Q3 		$1.49M Sell
30,160
-4,358
-13% -$212K 0.35% 52
2024
Q2 		$1.68M Sell
34,518
-8,417
-20% -$405K 0.41% 47
2024
Q1 		$2.06M Sell
42,935
-8,398
-16% -$400K 0.49% 43
2023
Q4 		$2.44M Sell
51,333
-3,850
-7% -$182K 0.61% 33
2023
Q3 		$2.61M Sell
55,183
-119
-0.2% -$5.62K 0.99% 18
2023
Q2 		$2.62M Sell
55,302
-2,217
-4% -$106K 0.95% 18
2023
Q1 		$2.75M Sell
57,519
-3,160
-5% -$149K 1.05% 16
2022
Q4 		$2.83M Sell
60,679
-3,761
-6% -$179K 1.16% 16
2022
Q3 		$3.1M Buy
64,440
+3,963
+7% +$196K 1.4% 15
2022
Q2 		$3.03M Buy
60,477
+4,003
+7% +$202K 1.37% 15
2022
Q1 		$2.89M Buy
56,474
+2,959
+6% +$152K 1.17% 17
2021
Q4 		$2.75M Buy
+53,515
New +$2.79M 1.22% 17

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Round Rock Advisors's VTIP Position: Q2 2026 in Review

Round Rock Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4% in Q2 2026, selling an estimated $39.3K and leaving 18,946 shares worth $952K. The position accounts for 0.12% of the portfolio, ranked #129.

Round Rock Advisors first reported a position in VTIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.1M in Q3 2022. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Round Rock Advisors held 18,946 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $952K as of Q2 2026.
  • Round Rock Advisors sold 781 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $39.3K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.12% of Round Rock Advisors's portfolio in Q2 2026, its #129 holding.
  • Round Rock Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Round Rock Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.1M in Q3 2022.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.