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

Towneley Capital Management’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	$259K	Buy	5,252 +37	+0.7%	+$1.83K	0.05%	38
2026 Q2	$262K	Buy	5,215 +1	+0%	+$50	0.05%	38
2026 Q1	$260K	Hold	5,214	–	–	0.05%	36
2025 Q4	$258K	Buy	5,214 +72	+1%	+$3.6K	0.05%	32
2025 Q3	$260K	Buy	5,142 +23	+0.4%	+$1.16K	0.06%	32
2025 Q2	$257K	Sell	5,119 -120	-2%	-$5.99K	0.06%	31
2025 Q1	$261K	Sell	5,239 -410	-7%	-$20.1K	0.06%	36
2024 Q4	$274K	Sell	5,649 -1,811	-24%	-$88.5K	0.07%	42
2024 Q3	$368K	Sell	7,460 -1,017	-12%	-$49.5K	0.08%	33
2024 Q2	$411K	Sell	8,477 -2,922	-26%	-$141K	0.1%	32
2024 Q1	$546K	Hold	11,399	–	–	0.13%	32
2023 Q4	$541K	Buy	+11,399	New	+$540K	0.14%	32

Other funds holding VTIP

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Towneley Capital Management's VTIP Position: Q3 2026 in Review

Towneley Capital Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.71% in Q3 2026, buying an estimated $1.83K and bringing the position to 5,252 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #38.

Towneley Capital Management first reported a position in VTIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $546K in Q1 2024. 41 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Towneley Capital Management held 5,252 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $259K as of Q3 2026.
Towneley Capital Management bought 37 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $1.83K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of Towneley Capital Management's portfolio in Q3 2026, its #38 holding.
Towneley Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 12 quarters since.
Towneley Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $546K in Q1 2024.
41 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Towneley Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.