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

Atomi Financial 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	$2.88M	Buy	58,542 +11,045	+23%	+$548K	0.07%	203
2026 Q2	$2.39M	Buy	47,497 +1,249	+3%	+$62.8K	0.06%	225
2026 Q1	$2.31M	Sell	46,248 -1,576	-3%	-$78.4K	0.07%	220
2025 Q4	$2.37M	Buy	47,824 +10,223	+27%	+$511K	0.07%	206
2025 Q3	$1.9M	Buy	37,601 +11,651	+45%	+$586K	0.06%	214
2025 Q2	$1.3M	Buy	25,950 +6,721	+35%	+$336K	0.05%	269
2025 Q1	$960K	Sell	19,229 -5,288	-22%	-$260K	0.04%	319
2024 Q4	$1.19M	Buy	24,517 +4,404	+22%	+$215K	0.06%	231
2024 Q3	$992K	Buy	+20,113	New	+$979K	0.06%	249

Other funds holding VTIP

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 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

Atomi Financial Group's VTIP Position: Q3 2026 in Review

Atomi Financial Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 23% in Q3 2026, buying an estimated $548K and bringing the position to 58,542 shares worth $2.88M. The position accounts for 0.07% of the portfolio, ranked #203.

Atomi Financial Group first reported a position in VTIP in Q3 2024 and has held it in 9 quarters since. 600 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Atomi Financial Group held 58,542 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.88M as of Q3 2026.
Atomi Financial Group bought 11,045 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $548K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Atomi Financial Group's portfolio in Q3 2026, its #203 holding.
Atomi Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and has held it in 9 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.