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

Financial Gravity Companies’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
2025 Q2	$67.6K	Buy	+1,345	New	+$67.2K	0.01%	263
2024 Q4	$70.3K	Buy	1,452 +1,114	+330%	+$54.4K	0.02%	244
2024 Q3	$16.7K	Buy	+338	New	+$16.5K	﹤0.01%	288
2018 Q4	$136K	Buy	+2,820	New	+$136K	0.12%	177
2018 Q1	$78K	Buy	1,592 +1,230	+340%	+$59.9K	0.08%	224
2017 Q4	$18K	Buy	+362	New	+$17.9K	0.02%	497

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

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

Financial Gravity Companies's VTIP Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2025: 1,345 shares worth $67.6K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VTIP as recently as Q4 2024.

Financial Gravity Companies first reported a position in VTIP in Q4 2017 and has held it in 6 quarters since. The position peaked at $136K in Q4 2018. 828 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Financial Gravity Companies held 1,345 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $67.6K as of Q2 2025.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Financial Gravity Companies position in Q2 2025.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #263 holding.
Financial Gravity Companies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $136K in Q4 2018.
828 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.