Family CFO’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Family CFO’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	$8.12M	Buy	165,039 +1,752	+1%	+$86.9K	3.15%	10
2026 Q2	$8.2M	Buy	163,287 +7,188	+5%	+$361K	3.16%	10
2026 Q1	$7.8M	Sell	156,099 -1,828	-1%	-$90.9K	3.49%	10
2025 Q4	$7.81M	Buy	157,927 +5,943	+4%	+$297K	3.49%	9
2025 Q3	$7.69M	Sell	151,984 -2,074	-1%	-$104K	3.54%	10
2025 Q2	$7.74M	Sell	154,058 -20,879	-12%	-$1.04M	3.88%	9
2025 Q1	$8.73M	Buy	174,937 +8,936	+5%	+$439K	4.79%	8
2024 Q4	$8.04M	Sell	166,001 -6,165	-4%	-$301K	4.43%	8
2024 Q3	$8.49M	Buy	172,166 +69,008	+67%	+$3.36M	4.79%	8
2024 Q2	$5.01M	Buy	103,158 +10,421	+11%	+$501K	3.08%	10
2024 Q1	$4.44M	Sell	92,737 -9,566	-9%	-$455K	2.75%	10
2023 Q4	$4.86M	Buy	102,303 +26,201	+34%	+$1.24M	3.13%	10
2023 Q3	$3.6M	Buy	76,102 +43,376	+133%	+$2.05M	2.59%	10
2023 Q2	$1.55M	Buy	32,726 +3,040	+10%	+$145K	1.1%	15
2023 Q1	$1.42M	Buy	+29,686	New	+$1.4M	1.08%	15

Other funds holding VTIP

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

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

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Family CFO's VTIP Position: Q3 2026 in Review

Family CFO increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.1% in Q3 2026, buying an estimated $86.9K and bringing the position to 165,039 shares worth $8.12M. The position accounts for 3.15% of the portfolio, ranked #10.

Family CFO first reported a position in VTIP in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.73M in Q1 2025. 534 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Family CFO held 165,039 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.12M as of Q3 2026.
Family CFO bought 1,752 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $86.9K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.15% of Family CFO's portfolio in Q3 2026, its #10 holding.
Family CFO first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 15 quarters since.
Family CFO's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.73M in Q1 2025.
534 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Family CFO's 13F filing for Q3 2026, filed 30 Oct 2026.