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

Chapman 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 Q1	$341K	Sell	6,825 -1,000	-13%	-$49.7K	0.24%	95
2025 Q4	$387K	Buy	7,825 +1,600	+26%	+$80K	0.26%	92
2025 Q3	$315K	Buy	+6,225	New	+$313K	0.22%	101

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Chapman Financial Group's VTIP Position: Q1 2026 in Review

Chapman Financial Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 13% in Q1 2026, selling an estimated $49.7K and leaving 6,825 shares worth $341K. The position accounts for 0.24% of the portfolio, ranked #95.

Chapman Financial Group first reported a position in VTIP in Q3 2025 and has held it in 3 quarters since. The position peaked at $387K in Q4 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Chapman Financial Group held 6,825 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $341K as of Q1 2026.
Chapman Financial Group sold 1,000 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $49.7K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.24% of Chapman Financial Group's portfolio in Q1 2026, its #95 holding.
Chapman Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 3 quarters since.
Chapman Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $387K in Q4 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.