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

Farrell Financial’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 		$3.29M Buy
66,780
+4,575
+7% +$227K 1.76% 19
2026
Q2 		$3.12M Buy
62,205
+1,957
+3% +$98.4K 1.69% 19
2026
Q1 		$3.01M Buy
60,248
+999
+2% +$49.7K 1.8% 19
2025
Q4 		$2.93M Buy
59,249
+2,507
+4% +$125K 1.73% 19
2025
Q3 		$2.87M Buy
56,742
+2,837
+5% +$143K 1.8% 19
2025
Q2 		$2.71M Buy
53,905
+4,815
+10% +$240K 1.82% 19
2025
Q1 		$2.45M Buy
49,090
+1,892
+4% +$92.9K 1.78% 19
2024
Q4 		$2.29M Buy
47,198
+2,514
+6% +$123K 1.63% 20
2024
Q3 		$2.18M Buy
44,684
+4,303
+11% +$210K 1.54% 21
2024
Q2 		$1.96M Buy
40,381
+1,469
+4% +$70.6K 1.53% 21
2024
Q1 		$1.86M Buy
38,912
+4,211
+12% +$200K 1.53% 21
2023
Q4 		$1.64M Buy
+34,701
New +$1.64M 1.64% 19

Other funds holding VTIP

Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
DF
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Farrell Financial's VTIP Position: Q3 2026 in Review

Farrell Financial increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.4% in Q3 2026, buying an estimated $227K and bringing the position to 66,780 shares worth $3.29M. The position accounts for 1.76% of the portfolio, ranked #19.

Farrell Financial first reported a position in VTIP in Q4 2023 and has held it in 12 quarters since. 185 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • Farrell Financial held 66,780 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.29M as of Q3 2026.
  • Farrell Financial bought 4,575 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $227K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.76% of Farrell Financial's portfolio in Q3 2026, its #19 holding.
  • Farrell Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 12 quarters since.
  • 185 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Farrell Financial's 13F filing for Q3 2026, filed 16 Oct 2026.