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 Q3	$7.15M	Sell	145,325 -17,302	-11%	-$858K	0.4%	61
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 $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Roundview Capital's VTIP Position: Q3 2026 in Review

Roundview Capital reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 11% in Q3 2026, selling an estimated $858K and leaving 145,325 shares worth $7.15M. The position accounts for 0.4% of the portfolio, ranked #61.

Roundview Capital first reported a position in VTIP in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.17M in Q2 2026. 761 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Roundview Capital held 145,325 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.15M as of Q3 2026.
Roundview Capital sold 17,302 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $858K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.4% of Roundview Capital's portfolio in Q3 2026, its #61 holding.
Roundview Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 24 quarters since.
Roundview Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.17M in Q2 2026.
761 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.