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 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 $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Roundview Capital's VTIP Position: Q1 2026 in Review

Roundview Capital reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.5% in Q1 2026, selling an estimated $197K and leaving 154,689 shares worth $7.73M. The position accounts for 0.48% of the portfolio, ranked #50.

Roundview Capital first reported a position in VTIP in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.85M in Q4 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Roundview Capital held 154,689 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.73M as of Q1 2026.
Roundview Capital sold 3,953 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $197K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.48% of Roundview Capital's portfolio in Q1 2026, its #50 holding.
Roundview Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 22 quarters since.
Roundview Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.85M in Q4 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.