STALEY CAPITAL ADVISERS’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

STALEY CAPITAL ADVISERS’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	$2.62M	Buy	52,425 +2,000	+4%	+$99.5K	0.11%	69
2025 Q4	$2.49M	Buy	50,425 +13,000	+35%	+$650K	0.1%	71
2025 Q3	$1.89M	Hold	37,425	–	–	0.08%	85
2025 Q2	$1.88M	Sell	37,425 -425	-1%	-$21.2K	0.08%	86
2025 Q1	$1.89M	Hold	37,850	–	–	0.09%	82
2024 Q4	$1.83M	Sell	37,850 -5,000	-12%	-$244K	0.08%	82
2024 Q3	$2.11M	Hold	42,850	–	–	0.09%	76
2024 Q2	$2.08M	Hold	42,850	–	–	0.1%	74
2024 Q1	$2.05M	Sell	42,850 -26,000	-38%	-$1.24M	0.1%	73
2023 Q4	$3.27M	Buy	+68,850	New	+$3.26M	0.16%	61
2022 Q3	–	Sell	-58,300	Closed	-$2.92M	–	175
2022 Q2	$2.92M	Sell	58,300 -7,000	-11%	-$354K	0.17%	61
2022 Q1	$3.34M	Sell	65,300 -38,510	-37%	-$1.98M	0.17%	66
2021 Q4	$5.34M	Hold	103,810	–	–	0.25%	58
2021 Q3	$5.46M	Sell	103,810 -1,500	-1%	-$78.7K	0.29%	56
2021 Q2	$5.52M	Sell	105,310 -2,600	-2%	-$136K	0.29%	52
2021 Q1	$5.56M	Hold	107,910	–	–	0.31%	53
2020 Q4	$5.51M	Sell	107,910 -18,120	-14%	-$922K	0.34%	50
2020 Q3	$6.43M	Hold	126,030	–	–	0.45%	44
2020 Q2	$6.32M	Buy	126,030 +57,900	+85%	+$2.88M	0.46%	44
2020 Q1	$3.32M	Buy	68,130 +4,600	+7%	+$226K	0.28%	52
2019 Q4	$3.13M	Sell	63,530 -500	-0.8%	-$24.6K	0.21%	53
2019 Q3	$3.14M	Buy	64,030 +1,850	+3%	+$91.4K	0.24%	51
2019 Q2	$3.07M	Hold	62,180	–	–	0.23%	55
2019 Q1	$3.03M	Buy	62,180 +600	+1%	+$29K	0.22%	52
2018 Q4	$2.95M	Buy	61,580 +3,000	+5%	+$144K	0.24%	53
2018 Q3	$2.83M	Buy	58,580 +14,280	+32%	+$697K	0.2%	52
2018 Q2	$2.16M	Buy	44,300 +2,800	+7%	+$137K	0.17%	56
2018 Q1	$2.03M	Buy	+41,500	New	+$2.02M	0.16%	56

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

STALEY CAPITAL ADVISERS's VTIP Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4% in Q1 2026, buying an estimated $99.5K and bringing the position to 52,425 shares worth $2.62M. The position accounts for 0.11% of the portfolio, ranked #69.

STALEY CAPITAL ADVISERS first reported a position in VTIP in Q1 2018 and has held it in 28 quarters since. The position peaked at $6.43M in Q3 2020. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

STALEY CAPITAL ADVISERS held 52,425 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.62M as of Q1 2026.
STALEY CAPITAL ADVISERS bought 2,000 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $99.5K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.11% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #69 holding.
STALEY CAPITAL ADVISERS first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and has held it in 28 quarters since.
STALEY CAPITAL ADVISERS's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.43M in Q3 2020.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.