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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
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

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Trilogy Capital's VTIP Position: Q2 2026 in Review

Trilogy Capital increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.5% in Q2 2026, buying an estimated $5.98K and bringing the position to 8,301 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #288.

Trilogy Capital first reported a position in VTIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $445K in Q1 2025. 172 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Trilogy Capital held 8,301 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $417K as of Q2 2026.
  • Trilogy Capital bought 119 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $5.98K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Trilogy Capital's portfolio in Q2 2026, its #288 holding.
  • Trilogy Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 9 quarters since.
  • Trilogy Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $445K in Q1 2025.
  • 172 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.