CFML
VTIP icon

COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
Q2 		$102K Buy
+2,057
New +$103K 0.01% 554

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's VTIP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 2,057 shares worth $102K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings.

816 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 2,057 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $102K as of Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #554 holding.
  • 816 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.