Approach Retirement Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Approach Retirement Advisors’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	$2.55M	Buy	51,875 +773	+2%	+$38.3K	1.89%	13
2026 Q2	$2.57M	Buy	51,102 +5,538	+12%	+$278K	1.86%	14
2026 Q1	$2.28M	Buy	45,564 +614	+1%	+$30.5K	1.89%	14
2025 Q4	$2.22M	Buy	+44,950	New	+$2.25M	1.92%	12

Other funds holding VTIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Approach Retirement Advisors's VTIP Position: Q3 2026 in Review

Approach Retirement Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.5% in Q3 2026, buying an estimated $38.3K and bringing the position to 51,875 shares worth $2.55M. The position accounts for 1.89% of the portfolio, ranked #13.

Approach Retirement Advisors first reported a position in VTIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.57M in Q2 2026. 592 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Approach Retirement Advisors held 51,875 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.55M as of Q3 2026.
Approach Retirement Advisors bought 773 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $38.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.89% of Approach Retirement Advisors's portfolio in Q3 2026, its #13 holding.
Approach Retirement Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 4 quarters since.
Approach Retirement Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.57M in Q2 2026.
592 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Approach Retirement Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.