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

Elevation Wealth 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
Q3 		$7.33K Hold
149
– – ﹤0.01% 1002
2026
Q2 		$7.49K Hold
149
– – ﹤0.01% 906
2026
Q1 		$7.44K Hold
149
– – ﹤0.01% 593
2025
Q4 		$7.37K Hold
149
– – ﹤0.01% 543
2025
Q3 		$7.54K Hold
149
– – ﹤0.01% 421
2025
Q2 		$7.49K Hold
149
– – ﹤0.01% 385
2025
Q1 		$7.44K Sell
149
-180
-55% -$8.84K ﹤0.01% 386
2024
Q4 		$15.9K Hold
329
– – 0.01% 330
2024
Q3 		$16.2K Hold
329
– – 0.01% 317
2024
Q2 		$16K Hold
329
– – 0.01% 307
2024
Q1 		$15.8K Sell
329
-147
-31% -$7K 0.01% 313
2023
Q4 		$22.5K Sell
476
-916
-66% -$43.4K 0.01% 272
2023
Q3 		$65.8K Hold
1,392
– – 0.06% 130
2023
Q2 		$66K Hold
1,392
– – 0.06% 133
2023
Q1 		$66.6K Buy
+1,392
New +$65.5K 0.06% 133

Other funds holding VTIP

MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Elevation Wealth Partners's VTIP Position: Q3 2026 in Review

Elevation Wealth Partners held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2026 at 149 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Elevation Wealth Partners first reported a position in VTIP in Q1 2023 and has held it in 15 quarters since. The position peaked at $66.6K in Q1 2023. 41 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • Elevation Wealth Partners held 149 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.33K as of Q3 2026.
  • Elevation Wealth Partners left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q3 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1002 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $66.6K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.