Comprehensive Money Management Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Comprehensive Money Management Services’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 Q1	$4.3M	Buy	86,036 +18,800	+28%	+$935K	2.82%	1
2025 Q4	$3.33M	Sell	67,236 -13,200	-16%	-$660K	2.29%	2
2025 Q3	$4.07M	Buy	80,436 +759	+1%	+$38.2K	2.88%	1
2025 Q2	$4.01M	Buy	79,677 +11,826	+17%	+$591K	3.04%	1
2025 Q1	$3.39M	Buy	67,851 +250	+0.4%	+$12.3K	2.73%	1
2024 Q4	$3.27M	Buy	+67,601	New	+$3.3M	2.7%	1

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Comprehensive Money Management Services's VTIP Position: Q1 2026 in Review

Comprehensive Money Management Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 28% in Q1 2026, buying an estimated $935K and bringing the position to 86,036 shares worth $4.3M. The position accounts for 2.82% of the portfolio, ranked #1.

Comprehensive Money Management Services first reported a position in VTIP in Q4 2024 and has held it in 6 quarters since. 912 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Comprehensive Money Management Services held 86,036 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.3M as of Q1 2026.
Comprehensive Money Management Services bought 18,800 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $935K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.82% of Comprehensive Money Management Services's portfolio in Q1 2026, its #1 holding.
Comprehensive Money Management Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 6 quarters since.
912 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.