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

Virtue 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	$3.06M	Buy	+60,876	New	+$3.06M	0.41%	56
2025 Q4	–	Sell	-6,775	Closed	-$453K	–	350
2025 Q3	$453K	Sell	6,775 -59,232	-90%	-$2.98M	0.07%	187
2025 Q2	$3.32M	Buy	66,007 +43,178	+189%	+$2.16M	0.61%	36
2025 Q1	$1.14M	Buy	+22,829	New	+$1.12M	0.13%	127
2024 Q3	–	Sell	-5,006	Closed	-$242K	–	390
2024 Q2	$242K	Buy	5,006 +14	+0.3%	+$673	0.04%	325
2024 Q1	$239K	Sell	4,992 -393	-7%	-$18.7K	0.04%	332
2023 Q4	$255K	Sell	5,385 -335,499	-98%	-$15.9M	0.05%	310
2023 Q3	$16M	Hold	340,884	–	–	2.73%	6
2023 Q2	$16M	Sell	340,884 -81,620	-19%	-$3.89M	2.73%	6
2023 Q1	$20.2M	Sell	422,504 -110,785	-21%	-$5.22M	3.31%	6
2022 Q4	$24.9M	Sell	533,289 -66,504	-11%	-$3.17M	3.8%	5
2022 Q3	$28.9M	Buy	599,793 +327,429	+120%	+$16.2M	4.53%	5
2022 Q2	$13.7M	Buy	272,364 +103,752	+62%	+$5.25M	2.15%	6
2022 Q1	$8.63M	Buy	168,612 +8,955	+6%	+$459K	1.36%	8
2021 Q4	$8.21M	Sell	159,657 -14,064	-8%	-$732K	1.21%	10
2021 Q3	$9.13M	Buy	173,721 +8,616	+5%	+$452K	1.62%	6
2021 Q2	$8.65M	Sell	165,105 -19,738	-11%	-$1.03M	1.73%	7
2021 Q1	$9.53M	Buy	+184,843	New	+$9.5M	2.24%	4
2018 Q2	–	Sell	-4,466	Closed	-$218K	–	482
2018 Q1	$218K	Buy	4,466 +4,376	+4,862%	+$213K	0.11%	177
2017 Q4	$4K	Buy	+90	New	+$4.45K	﹤0.01%	380

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

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

Virtue Capital Management opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 60,876 shares worth $3.06M. The stake represents 0.41% of the portfolio and ranks #56 among its holdings. This is a return to the name: Virtue Capital Management previously reported a position in VTIP as recently as Q3 2025.

Virtue Capital Management first reported a position in VTIP in Q4 2017 and has held it in 20 quarters since. The position peaked at $28.9M in Q3 2022. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Virtue Capital Management held 60,876 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.06M as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Virtue Capital Management position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.41% of Virtue Capital Management's portfolio in Q2 2026, its #56 holding.
Virtue Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 20 quarters since.
Virtue Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $28.9M in Q3 2022.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.