Asset Allocation Strategies’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Asset Allocation Strategies’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	$2.15M	Sell	43,690 -1,116	-2%	-$55.3K	0.32%	55
2026 Q2	$2.25M	Sell	44,806 -4,006	-8%	-$201K	0.35%	54
2026 Q1	$2.44M	Sell	48,812 -3,747	-7%	-$186K	0.43%	52
2025 Q4	$2.6M	Sell	52,559 -5,730	-10%	-$287K	0.48%	51
2025 Q3	$2.95M	Sell	58,289 -10,471	-15%	-$527K	0.58%	45
2025 Q2	$3.46M	Sell	68,760 -8,679	-11%	-$433K	0.76%	36
2025 Q1	$3.86M	Sell	77,439 -12,080	-13%	-$593K	0.96%	30
2024 Q4	$4.38M	Sell	89,519 -34,076	-28%	-$1.66M	1.05%	29
2024 Q3	$6.09M	Sell	123,595 -71,401	-37%	-$3.48M	1.73%	21
2024 Q2	$9.47M	Sell	194,996 -9,155	-4%	-$440K	3.18%	10
2024 Q1	$9.8M	Buy	204,151 +3,708	+2%	+$177K	3.45%	8
2023 Q4	$9.5M	Buy	200,443 +18,205	+10%	+$862K	3.72%	7
2023 Q3	$8.62M	Buy	182,238 +5,982	+3%	+$283K	3.98%	7
2023 Q2	$8.36M	Buy	176,256 +139,204	+376%	+$6.64M	3.95%	7
2023 Q1	$1.77M	Sell	37,052 -89,782	-71%	-$4.23M	5.1%	5
2022 Q4	$5.92M	Buy	+126,834	New	+$6.04M	4.02%	8

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 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

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

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Asset Allocation Strategies's VTIP Position: Q3 2026 in Review

Asset Allocation Strategies reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.5% in Q3 2026, selling an estimated $55.3K and leaving 43,690 shares worth $2.15M. The position accounts for 0.32% of the portfolio, ranked #55.

Asset Allocation Strategies first reported a position in VTIP in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.8M in Q1 2024. 252 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Asset Allocation Strategies held 43,690 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.15M as of Q3 2026.
Asset Allocation Strategies sold 1,116 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $55.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.32% of Asset Allocation Strategies's portfolio in Q3 2026, its #55 holding.
Asset Allocation Strategies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 16 quarters since.
Asset Allocation Strategies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.8M in Q1 2024.
252 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.