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

Roundview 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	$8.17M	Buy	162,627 +7,938	+5%	+$399K	0.45%	56
2026 Q1	$7.73M	Sell	154,689 -3,953	-2%	-$197K	0.48%	50
2025 Q4	$7.85M	Buy	158,642 +6,692	+4%	+$335K	0.48%	46
2025 Q3	$7.69M	Buy	151,950 +10,024	+7%	+$505K	0.49%	46
2025 Q2	$7.13M	Buy	141,926 +83,014	+141%	+$4.15M	0.48%	49
2025 Q1	$2.94M	Buy	58,912 +4,035	+7%	+$198K	0.21%	109
2024 Q4	$2.66M	Sell	54,877 -3,856	-7%	-$188K	0.19%	120
2024 Q3	$2.9M	Sell	58,733 -894	-1%	-$43.5K	0.21%	107
2024 Q2	$2.89M	Sell	59,627 -782	-1%	-$37.6K	0.23%	100
2024 Q1	$2.89M	Sell	60,409 -1,434	-2%	-$68.3K	0.24%	100
2023 Q4	$2.94M	Sell	61,843 -10,245	-14%	-$485K	0.27%	85
2023 Q3	$3.41M	Sell	72,088 -10,679	-13%	-$505K	0.34%	73
2023 Q2	$3.92M	Buy	82,767 +10,549	+15%	+$503K	0.38%	67
2023 Q1	$3.45M	Sell	72,218 -12,309	-15%	-$580K	0.36%	73
2022 Q4	$3.95M	Sell	84,527 -24,984	-23%	-$1.19M	0.45%	61
2022 Q3	$5.27M	Sell	109,511 -1,581	-1%	-$78.3K	0.67%	37
2022 Q2	$5.57M	Buy	111,092 +9,918	+10%	+$502K	0.67%	36
2022 Q1	$5.18M	Buy	101,174 +3,956	+4%	+$203K	0.53%	48
2021 Q4	$5M	Buy	97,218 +16,350	+20%	+$851K	0.5%	46
2021 Q3	$4.25M	Buy	80,868 +3,832	+5%	+$201K	0.47%	50
2021 Q2	$4.04M	Buy	77,036 +32,587	+73%	+$1.7M	0.45%	55
2021 Q1	$2.29M	Buy	44,449 +32,567	+274%	+$1.67M	0.29%	86
2020 Q4	$607K	Buy	+11,882	New	+$605K	0.08%	193

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

Roundview Capital's VTIP Position: Q2 2026 in Review

Roundview Capital increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.1% in Q2 2026, buying an estimated $399K and bringing the position to 162,627 shares worth $8.17M. The position accounts for 0.45% of the portfolio, ranked #56.

Roundview Capital first reported a position in VTIP in Q4 2020 and has held it in 23 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Roundview Capital held 162,627 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.17M as of Q2 2026.
Roundview Capital bought 7,938 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $399K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.45% of Roundview Capital's portfolio in Q2 2026, its #56 holding.
Roundview Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 23 quarters since.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.