Advocate Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Advocate Group’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	$13.9M	Buy	283,144 +24,598	+10%	+$1.22M	2.16%	8
2026 Q2	$13M	Buy	258,546 +20,097	+8%	+$1.01M	1.95%	8
2026 Q1	$11.9M	Buy	238,449 +54,968	+30%	+$2.73M	1.86%	10
2025 Q4	$9.07M	Buy	183,481 +20,139	+12%	+$1.01M	1.47%	24
2025 Q3	$8.27M	Buy	163,342 +19,037	+13%	+$958K	1.36%	28
2025 Q2	$7.25M	Buy	144,305 +3,410	+2%	+$170K	1.3%	33
2025 Q1	$7.03M	Buy	+140,895	New	+$6.92M	1.28%	35

Other funds holding VTIP

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

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Advocate Group's VTIP Position: Q3 2026 in Review

Advocate Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 9.5% in Q3 2026, buying an estimated $1.22M and bringing the position to 283,144 shares worth $13.9M. The position accounts for 2.16% of the portfolio, ranked #8.

Advocate Group first reported a position in VTIP in Q1 2025 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Advocate Group held 283,144 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $13.9M as of Q3 2026.
Advocate Group bought 24,598 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $1.22M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.16% of Advocate Group's portfolio in Q3 2026, its #8 holding.
Advocate Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and has held it in 7 quarters since.
452 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.