Wellington Shields & Co’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Wellington Shields & Co’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	$703K	Hold	14,000	–	–	0.16%	124
2026 Q1	$699K	Hold	14,000	–	–	0.18%	113
2025 Q4	$692K	Hold	14,000	–	–	0.17%	113
2025 Q3	$709K	Hold	14,000	–	–	0.18%	110
2025 Q2	$704K	Hold	14,000	–	–	0.2%	109
2025 Q1	$699K	Buy	14,000 +4,000	+40%	+$196K	0.22%	105
2024 Q4	$484K	Buy	10,000 +2,000	+25%	+$97.7K	0.15%	130
2024 Q3	$394K	Hold	8,000	–	–	0.12%	148
2024 Q2	$388K	Hold	8,000	–	–	0.13%	143
2024 Q1	$383K	Hold	8,000	–	–	0.13%	151
2023 Q4	$380K	Buy	8,000 +2,000	+33%	+$94.7K	0.14%	137
2023 Q3	$284K	Hold	6,000	–	–	0.07%	164
2023 Q2	$285K	Hold	6,000	–	–	0.07%	165
2023 Q1	$287K	Hold	6,000	–	–	0.06%	171
2022 Q4	$280K	Buy	+6,000	New	+$286K	0.06%	164
2022 Q3	–	Sell	-4,000	Closed	-$200K	–	290
2022 Q2	$200K	Sell	4,000 -1,500	-27%	-$75.9K	0.05%	198
2022 Q1	$282K	Buy	+5,500	New	+$282K	0.09%	173

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

Wellington Shields & Co's VTIP Position: Q2 2026 in Review

Wellington Shields & Co held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 14,000 shares worth $703K. The position accounts for 0.16% of the portfolio, ranked #124.

Wellington Shields & Co first reported a position in VTIP in Q1 2022 and has held it in 17 quarters since. The position peaked at $709K in Q3 2025. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Wellington Shields & Co held 14,000 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $703K as of Q2 2026.
Wellington Shields & Co left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.16% of Wellington Shields & Co's portfolio in Q2 2026, its #124 holding.
Wellington Shields & Co first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 17 quarters since.
Wellington Shields & Co's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $709K in Q3 2025.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.