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 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

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

Towneley Capital Management's VTIP Position: Q2 2026 in Review

Towneley Capital Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.02% in Q2 2026, buying an estimated $50 and bringing the position to 5,215 shares worth $262K. 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 11 quarters since. The position peaked at $546K in Q1 2024. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Towneley Capital Management held 5,215 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $262K as of Q2 2026.
Towneley Capital Management bought 1 Vanguard Short-Term Inflation-Protected Securities Index Fund share in Q2 2026, an estimated $50.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of Towneley Capital Management's portfolio in Q2 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 11 quarters since.
Towneley Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $546K in Q1 2024.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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