Fi3 Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Fi3 Financial Advisors’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	–	Sell	-11,203	Closed	-$554K	–	240
2025 Q4	$554K	Buy	11,203 +6,988	+166%	+$349K	0.17%	60
2025 Q3	$213K	Hold	4,215	–	–	0.07%	149
2025 Q2	$212K	Sell	4,215 -1,737	-29%	-$86.7K	0.08%	157
2025 Q1	$297K	Hold	5,952	–	–	0.12%	79
2024 Q4	$288K	Hold	5,952	–	–	0.11%	79
2024 Q3	$293K	Sell	5,952 -2,366	-28%	-$115K	0.12%	70
2024 Q2	$404K	Sell	8,318 -1,641	-16%	-$78.9K	0.18%	42
2024 Q1	$478K	Sell	9,959 -54,093	-84%	-$2.57M	0.22%	37
2023 Q4	$3.04M	Buy	+64,052	New	+$3.03M	1.45%	15

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

Fi3 Financial Advisors's VTIP Position: Q1 2026 in Review

Fi3 Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 11,203 shares — an estimated $554K sold.

Fi3 Financial Advisors first reported a position in VTIP in Q4 2023 and held it in 9 quarters. The position peaked at $3.04M in Q4 2023. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Fi3 Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
Fi3 Financial Advisors sold 11,203 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $554K.
Fi3 Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 9 quarters.
Fi3 Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.04M in Q4 2023.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.