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

Financial Life 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 Q3	$3.24M	Buy	65,910 +2,819	+4%	+$140K	0.92%	23
2026 Q2	$3.17M	Buy	63,091 +1,598	+3%	+$80.3K	0.9%	23
2026 Q1	$3.07M	Buy	61,493 +406	+0.7%	+$20.2K	0.96%	22
2025 Q4	$3.02M	Buy	61,087 +3,496	+6%	+$175K	0.93%	22
2025 Q3	$2.92M	Buy	57,591 +3,642	+7%	+$183K	0.94%	22
2025 Q2	$2.71M	Buy	53,949 +7,193	+15%	+$359K	0.93%	23
2025 Q1	$2.33M	Buy	+46,756	New	+$2.3M	0.87%	24
2023 Q1	–	Sell	-37,351	Closed	-$1.74M	–	78
2022 Q4	$1.74M	Buy	37,351 +31,144	+502%	+$1.48M	0.8%	30
2022 Q3	$299K	Buy	+6,207	New	+$307K	0.15%	54

Other funds holding VTIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Financial Life Advisors's VTIP Position: Q3 2026 in Review

Financial Life Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.5% in Q3 2026, buying an estimated $140K and bringing the position to 65,910 shares worth $3.24M. The position accounts for 0.92% of the portfolio, ranked #23.

Financial Life Advisors first reported a position in VTIP in Q3 2022 and has held it in 9 quarters since. 598 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Financial Life Advisors held 65,910 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.24M as of Q3 2026.
Financial Life Advisors bought 2,819 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $140K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.92% of Financial Life Advisors's portfolio in Q3 2026, its #23 holding.
Financial Life Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 9 quarters since.
598 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Financial Life Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.