AFA
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Arlington Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Arlington Financial 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
Q1 		$29.5M Buy
590,921
+127,450
+27% +$6.34M 4.21% 9
2025
Q4 		$22.9M Sell
463,471
-76,538
-14% -$3.83M 3.28% 10
2025
Q3 		$27.3M Buy
540,009
+26,284
+5% +$1.32M 4.02% 9
2025
Q2 		$25.8M Buy
513,725
+124,949
+32% +$6.24M 4.23% 8
2025
Q1 		$19.4M Buy
388,776
+368,465
+1,814% +$18.1M 3.41% 11
2024
Q4 		$983K Sell
20,311
-886
-4% -$43.3K 0.2% 51
2024
Q3 		$1.05M Buy
21,197
+801
+4% +$39K 0.21% 45
2024
Q2 		$990K Buy
20,396
+571
+3% +$27.5K 0.22% 46
2024
Q1 		$949K Buy
19,825
+6,489
+49% +$309K 0.21% 46
2023
Q4 		$633K Buy
+13,336
New +$632K 0.19% 56

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return