Cornerstone Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Cornerstone Financial Group’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	$225K	Buy	4,576 +62	+1%	+$3.08K	0.13%	72
2026 Q2	$227K	Hold	4,514	–	–	0.14%	71
2026 Q1	$228K	Buy	4,514 +2	+0%	+$99	0.15%	71
2025 Q4	$223K	Buy	4,512 +121	+3%	+$6.05K	0.16%	69
2025 Q3	$222K	Buy	4,391 +37	+0.8%	+$1.86K	0.17%	67
2025 Q2	$219K	Hold	4,354	–	–	0.19%	66
2025 Q1	$217K	Sell	4,354 -572	-12%	-$28.1K	0.19%	65
2024 Q4	$239K	Buy	+4,926	New	+$241K	0.24%	61

Other funds holding VTIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Cornerstone Financial Group's VTIP Position: Q3 2026 in Review

Cornerstone Financial Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.4% in Q3 2026, buying an estimated $3.08K and bringing the position to 4,576 shares worth $225K. The position accounts for 0.13% of the portfolio, ranked #72.

Cornerstone Financial Group first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $239K in Q4 2024. 798 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Cornerstone Financial Group held 4,576 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $225K as of Q3 2026.
Cornerstone Financial Group bought 62 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $3.08K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.13% of Cornerstone Financial Group's portfolio in Q3 2026, its #72 holding.
Cornerstone Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $239K in Q4 2024.
798 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.