Clarity Capital Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Clarity Capital Advisors’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	$8.94M	Sell	177,909 -2,636	-1%	-$133K	3.75%	10
2026 Q1	$9.02M	Buy	180,545 +10,251	+6%	+$510K	4.2%	7
2025 Q4	$8.42M	Buy	170,294 +8,561	+5%	+$428K	4.21%	5
2025 Q3	$8.19M	Buy	161,733 +4,786	+3%	+$241K	4.46%	4
2025 Q2	$7.89M	Buy	156,947 +2,560	+2%	+$128K	4.6%	4
2025 Q1	$7.7M	Sell	154,387 -1,172	-0.8%	-$57.5K	5.06%	4
2024 Q4	$7.53M	Buy	155,559 +20,314	+15%	+$992K	5.05%	4
2024 Q3	$6.67M	Sell	135,245 -1,501	-1%	-$73.1K	4.79%	4
2024 Q2	$6.64M	Buy	136,746 +5,777	+4%	+$278K	5.13%	4
2024 Q1	$6.27M	Sell	130,969 -40	-0%	-$1.9K	5%	5
2023 Q4	$6.22M	Buy	+131,009	New	+$6.21M	5.4%	4

Other funds holding VTIP

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return