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

Financial Gravity Asset Management’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	$11.8K	Hold	236	–	–	﹤0.01%	544
2025 Q4	$11.7K	Buy	236 +3	+1%	+$150	﹤0.01%	454
2025 Q3	$11.8K	Buy	+233	New	+$11.7K	﹤0.01%	531
2025 Q1	$67.1K	Buy	+1,345	New	+$66K	0.01%	266
2024 Q2	$69.8K	Sell	1,437 -4,718	-77%	-$227K	0.02%	221
2024 Q1	$293K	Buy	6,155 +896	+17%	+$42.7K	0.04%	154
2023 Q4	$250K	Buy	5,259 +4,306	+452%	+$204K	﹤0.01%	489
2023 Q3	$44.9K	Buy	953 +906	+1,928%	+$42.8K	﹤0.01%	507
2023 Q2	$7.85K	Sell	47 -1	-2%	-$48	0.02%	399
2023 Q1	$35K	Buy	48 +1	+2%	+$47	1.08%	17
2022 Q4	$39.3K	Sell	47 -1,009	-96%	-$48.1K	0.2%	70
2022 Q3	$35.1K	Sell	1,056 -44	-4%	-$2.18K	1.19%	16
2022 Q2	$36.6K	Sell	1,100 -22	-2%	-$1.11K	1.14%	17
2022 Q1	$38.1K	Sell	1,122 -357	-24%	-$18.3K	1.07%	16
2021 Q4	$40.1K	Buy	1,479 +712	+93%	+$37.1K	0.9%	20
2021 Q3	$53K	Sell	767 -1	-0.1%	-$52	0.03%	546
2021 Q2	$52K	Sell	768 -417	-35%	-$21.7K	0.02%	558
2021 Q1	$61K	Buy	1,185 +17	+1%	+$874	1.25%	10
2020 Q4	$60K	Buy	+1,168	New	+$59.4K	0.05%	82
2020 Q2	–	Sell	-4,268	Closed	-$208K	–	901
2020 Q1	$208K	Sell	4,268 -6,302	-60%	-$309K	0.64%	18
2019 Q4	$49K	Sell	10,570 -5,958	-36%	-$293K	0.03%	662
2019 Q3	$811K	Sell	16,528 -5,251	-24%	-$259K	0.7%	31
2019 Q2	$1.07M	Sell	21,779 -6,545	-23%	-$321K	0.88%	25
2019 Q1	$1.38M	Buy	+28,324	New	+$1.37M	1.12%	18
2018 Q3	$73K	Buy	1,520 +679	+81%	+$33.2K	0.08%	254
2018 Q2	$41K	Sell	841 -751	-47%	-$36.7K	0.04%	377
2018 Q1	$78K	Buy	+1,592	New	+$77.6K	0.08%	224

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Financial Gravity Asset Management's VTIP Position: Q1 2026 in Review

Financial Gravity Asset Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 236 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Financial Gravity Asset Management first reported a position in VTIP in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.38M in Q1 2019. 916 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Financial Gravity Asset Management held 236 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.8K as of Q1 2026.
Financial Gravity Asset Management left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #544 holding.
Financial Gravity Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and has held it in 27 quarters since.
Financial Gravity Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.38M in Q1 2019.
916 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.