Ownership history in Gradient Capital Advisors, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Gradient Capital Advisors, LLC reported a position in VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF (VTIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 153,383 | -1,119 | -0.7% | 1.96% | $7.6M | $49.46 |
| 2025 Q3 | ADDED | 154,502 | +14,433 | +10.3% | 2.10% | $7.8M | $49.27 |
| 2025 Q2 | REDUCED | 140,069 | -10,943 | -7.2% | 2.08% | $7.0M | $48.51 |
| 2025 Q1 | REDUCED | 151,012 | -1,594 | -1.0% | 2.46% | $7.5M | $48.06 |
| 2024 Q4 | ADDED | 152,606 | +10,713 | +7.6% | 2.38% | $7.4M | $46.63 |
| 2024 Q3 | ADDED | 141,893 | +2,092 | +1.5% | 2.32% | $7.0M | $46.68 |
| 2024 Q2 | ADDED | 139,801 | +3,822 | +2.8% | 2.43% | $6.8M | $45.53 |
| 2024 Q1 | ADDED | 135,979 | +6,761 | +5.2% | 2.39% | $6.5M | $44.90 |
| 2023 Q4 | REDUCED | 129,218 | -20,324 | -13.6% | 2.34% | $6.1M | $44.52 |
| 2023 Q3 | REDUCED | 149,542 | -11,391 | -7.1% | 2.96% | $7.1M | $43.42 |
As of 2025 Q4 — sorted by position size