Boston Standard Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Boston Standard Wealth Management’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	$3.35M	Buy	68,070 +6,084	+10%	+$302K	0.48%	20
2026 Q2	$3.07M	Buy	61,986 +3,285	+6%	+$165K	0.45%	22
2026 Q1	$2.93M	Buy	58,701 +2,795	+5%	+$139K	0.48%	22
2025 Q4	$2.77M	Buy	55,906 +2,239	+4%	+$112K	0.46%	21
2025 Q3	$2.72M	Buy	53,667 +2,252	+4%	+$113K	0.46%	21
2025 Q2	$2.58M	Sell	51,415 -2,669	-5%	-$133K	0.47%	20
2025 Q1	$2.62M	Sell	54,084 -14	-0%	-$687	0.58%	17
2024 Q4	$2.62M	Buy	54,098 +1,640	+3%	+$80.1K	0.51%	18
2024 Q3	$2.59M	Sell	52,458 -1,626	-3%	-$79.2K	0.5%	18
2024 Q2	$2.62M	Sell	54,084 -3,861	-7%	-$186K	0.58%	17
2024 Q1	$2.78M	Sell	57,945 -19,078	-25%	-$908K	0.63%	15
2023 Q4	$3.64M	Hold	77,023	–	–	0.96%	17
2023 Q3	$3.64M	Sell	77,023 -15,930	-17%	-$753K	0.96%	17
2023 Q2	$4.41M	Sell	92,953 -24,339	-21%	-$1.16M	1.13%	16
2023 Q1	$5.61M	Sell	117,292 -4,589	-4%	-$216K	1.61%	12
2022 Q4	$5.69M	Buy	121,881 +8,484	+7%	+$404K	1.69%	12
2022 Q3	$5.46M	Sell	113,397 -5,225	-4%	-$259K	1.83%	12
2022 Q2	$5.91M	Buy	118,622 +10,853	+10%	+$549K	1.9%	12
2022 Q1	$5.52M	Buy	107,769 +50,766	+89%	+$2.6M	1.58%	14
2021 Q4	$2.93M	Buy	57,003 +33,743	+145%	+$1.76M	0.82%	17
2021 Q3	$1.22M	Buy	+23,260	New	+$1.22M	0.37%	20

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

Boston Standard Wealth Management's VTIP Position: Q3 2026 in Review

Boston Standard Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 9.8% in Q3 2026, buying an estimated $302K and bringing the position to 68,070 shares worth $3.35M. The position accounts for 0.48% of the portfolio, ranked #20.

Boston Standard Wealth Management first reported a position in VTIP in Q3 2021 and has held it in 21 quarters since. The position peaked at $5.91M in Q2 2022. 428 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Boston Standard Wealth Management held 68,070 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.35M as of Q3 2026.
Boston Standard Wealth Management bought 6,084 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $302K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.48% of Boston Standard Wealth Management's portfolio in Q3 2026, its #20 holding.
Boston Standard Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and has held it in 21 quarters since.
Boston Standard Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.91M in Q2 2022.
428 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Boston Standard Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.