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

Trilogy 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	$423K	Buy	8,584 +283	+3%	+$14K	0.02%	293
2026 Q2	$417K	Buy	8,301 +119	+1%	+$5.98K	0.02%	288
2026 Q1	$409K	Sell	8,182 -69	-0.8%	-$3.43K	0.02%	285
2025 Q4	$408K	Sell	8,251 -255	-3%	-$12.8K	0.02%	272
2025 Q3	$431K	Sell	8,506 -284	-3%	-$14.3K	0.02%	266
2025 Q2	$442K	Sell	8,790 -120	-1%	-$5.99K	0.02%	249
2025 Q1	$445K	Buy	8,910 +2,403	+37%	+$118K	0.02%	233
2024 Q4	$315K	Sell	6,507 -888	-12%	-$43.4K	0.02%	276
2024 Q3	$365K	Buy	7,395 +3	+0%	+$146	0.02%	261
2024 Q2	$359K	Buy	+7,392	New	+$355K	0.02%	251

Other funds holding VTIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 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

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Trilogy Capital's VTIP Position: Q3 2026 in Review

Trilogy Capital increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.4% in Q3 2026, buying an estimated $14K and bringing the position to 8,584 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #293.

Trilogy Capital first reported a position in VTIP in Q2 2024 and has held it in 10 quarters since. The position peaked at $445K in Q1 2025. 604 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Trilogy Capital held 8,584 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $423K as of Q3 2026.
Trilogy Capital bought 283 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $14K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Trilogy Capital's portfolio in Q3 2026, its #293 holding.
Trilogy Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 10 quarters since.
Trilogy Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $445K in Q1 2025.
604 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.