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

Curran Financial Partners’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	$6.36M	Buy	127,408 +20,752	+19%	+$1.03M	1.14%	29
2025 Q4	$5.28M	Buy	106,656 +15,353	+17%	+$768K	1%	27
2025 Q3	$4.62M	Buy	91,303 +17,132	+23%	+$862K	0.91%	31
2025 Q2	$3.73M	Buy	74,171 +10,068	+16%	+$503K	0.82%	31
2025 Q1	$3.2M	Buy	64,103 +11,034	+21%	+$542K	0.79%	29
2024 Q4	$2.57M	Buy	53,069 +10,363	+24%	+$506K	0.67%	36
2024 Q3	$2.11M	Buy	42,706 +6,064	+17%	+$295K	0.6%	36
2024 Q2	$1.78M	Buy	36,642 +2,322	+7%	+$112K	0.59%	35
2024 Q1	$1.64M	Buy	34,320 +3,457	+11%	+$165K	0.57%	36
2023 Q4	$1.47M	Buy	30,863 +3,572	+13%	+$169K	0.56%	37
2023 Q3	$1.29M	Buy	27,291 +3,659	+15%	+$173K	0.56%	35
2023 Q2	$1.12M	Buy	23,632 +1,776	+8%	+$84.7K	0.49%	39
2023 Q1	$1.05M	Buy	+21,856	New	+$1.03M	0.5%	35

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

Curran Financial Partners's VTIP Position: Q1 2026 in Review

Curran Financial Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 19% in Q1 2026, buying an estimated $1.03M and bringing the position to 127,408 shares worth $6.36M. The position accounts for 1.14% of the portfolio, ranked #29.

Curran Financial Partners first reported a position in VTIP in Q1 2023 and has held it in 13 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Curran Financial Partners held 127,408 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.36M as of Q1 2026.
Curran Financial Partners bought 20,752 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $1.03M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.14% of Curran Financial Partners's portfolio in Q1 2026, its #29 holding.
Curran Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 13 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.