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Compass Wealth Management (Georgia)’s Vanguard Total Inflation-Protection Securities ETF VTP Stock Holding History

Compass Wealth Management (Georgia)’s Portfolio VTP Stock Details VTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$372K Buy
5,080
+2,004
+65% +$150K 0.15% 55
2026
Q2 		$236K Buy
+3,076
New +$236K 0.09% 70

Other funds holding VTP

Seed Wealth Management
Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return
National Wealth Management Group
National Wealth Management Group Cincinnati, Ohio $347M AUM 28.17% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 8.08% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Gibraltar Capital Management
Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return
Level Financial Advisors
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Compass Wealth Management (Georgia)'s VTP Position: Q3 2026 in Review

Compass Wealth Management (Georgia) increased its Vanguard Total Inflation-Protection Securities ETF (VTP) stake by 65% in Q3 2026, buying an estimated $150K and bringing the position to 5,080 shares worth $372K. The position accounts for 0.15% of the portfolio, ranked #55.

Compass Wealth Management (Georgia) first reported a position in VTP in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold VTP as of Q3 2026.

  • Compass Wealth Management (Georgia) held 5,080 shares of Vanguard Total Inflation-Protection Securities ETF worth $372K as of Q3 2026.
  • Compass Wealth Management (Georgia) bought 2,004 Vanguard Total Inflation-Protection Securities ETF shares in Q3 2026, an estimated $150K.
  • Vanguard Total Inflation-Protection Securities ETF made up 0.15% of Compass Wealth Management (Georgia)'s portfolio in Q3 2026, its #55 holding.
  • Compass Wealth Management (Georgia) first reported a position in Vanguard Total Inflation-Protection Securities ETF in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Vanguard Total Inflation-Protection Securities ETF as of Q3 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q3 2026, filed 30 Oct 2026.