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

CogentBlue Wealth 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 Q3	$3.89M	Buy	79,100 +3,077	+4%	+$153K	3.62%	10
2026 Q2	$3.82M	Buy	76,023 +2,905	+4%	+$146K	2.19%	17
2026 Q1	$3.65M	Sell	73,118 -3,140	-4%	-$156K	2.46%	14
2025 Q4	$3.77M	Sell	76,258 -7,095	-9%	-$355K	2.57%	15
2025 Q3	$4.22M	Sell	83,353 -1,365	-2%	-$68.7K	2.88%	11
2025 Q2	$4.26M	Buy	84,718 +7,451	+10%	+$372K	3.26%	9
2025 Q1	$3.86M	Buy	77,267 +1,759	+2%	+$86.3K	3.39%	9
2024 Q4	$3.66M	Buy	+75,508	New	+$3.69M	3.22%	10

Other funds holding VTIP

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

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

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

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

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

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

CogentBlue Wealth Advisors's VTIP Position: Q3 2026 in Review

CogentBlue Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4% in Q3 2026, buying an estimated $153K and bringing the position to 79,100 shares worth $3.89M. The position accounts for 3.62% of the portfolio, ranked #10.

CogentBlue Wealth Advisors first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.26M in Q2 2025. 270 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

CogentBlue Wealth Advisors held 79,100 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.89M as of Q3 2026.
CogentBlue Wealth Advisors bought 3,077 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $153K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.62% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #10 holding.
CogentBlue Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 8 quarters since.
CogentBlue Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.26M in Q2 2025.
270 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.