FGC
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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
2026
Q2 		$11.9K Buy
+236
New +$11.9K ﹤0.01% 552
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 236 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VTIP as recently as Q2 2025.

Financial Gravity Companies first reported a position in VTIP in Q4 2017 and has held it in 7 quarters since. The position peaked at $136K in Q4 2018. 956 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Financial Gravity Companies held 236 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.9K as of Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Financial Gravity Companies position in Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #552 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 7 quarters since.
  • Financial Gravity Companies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $136K in Q4 2018.
  • 956 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.