Clune & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Clune & Associates’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	$8.14M	Sell	165,473 -39,658	-19%	-$1.97M	1.25%	21
2026 Q2	$10.3M	Buy	205,131 +14,093	+7%	+$708K	1.56%	18
2026 Q1	$9.5M	Buy	191,038 +167,080	+697%	+$8.31M	1.79%	18
2025 Q4	$1.18M	Buy	23,958 +762	+3%	+$38.1K	0.26%	82
2025 Q3	$1.17M	Buy	23,196 +856	+4%	+$43.1K	0.29%	74
2025 Q2	$1.12M	Sell	22,340 -840	-4%	-$41.9K	0.31%	72
2025 Q1	$1.16M	Buy	23,180 +1,164	+5%	+$57.1K	0.36%	70
2024 Q4	$1.07M	Buy	+22,016	New	+$1.08M	0.35%	71

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Clune & Associates's VTIP Position: Q3 2026 in Review

Clune & Associates reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 19% in Q3 2026, selling an estimated $1.97M and leaving 165,473 shares worth $8.14M. The position accounts for 1.25% of the portfolio, ranked #21.

Clune & Associates first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.3M in Q2 2026. 216 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Clune & Associates held 165,473 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.14M as of Q3 2026.
Clune & Associates sold 39,658 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $1.97M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.25% of Clune & Associates's portfolio in Q3 2026, its #21 holding.
Clune & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $10.3M in Q2 2026.
216 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.