Financial & Tax Architects’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Financial & Tax Architects’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	$12.1M	Buy	245,080 +33,877	+16%	+$1.68M	2.48%	8
2026 Q2	$10.6M	Buy	211,203 +23,560	+13%	+$1.18M	2.24%	9
2026 Q1	$9.37M	Buy	187,643 +4,068	+2%	+$202K	2.09%	9
2025 Q4	$9.08M	Buy	+183,575	New	+$9.18M	2.04%	10
2025 Q3	–	Sell	-283,182	Closed	-$14.2M	–	122
2025 Q2	$14.2M	Buy	+283,182	New	+$14.1M	3.46%	7
2023 Q4	–	Sell	-194,264	Closed	-$9.18M	–	98
2023 Q3	$9.18M	Buy	194,264 +7,724	+4%	+$365K	2.85%	10
2023 Q2	$8.85M	Buy	186,540 +52,125	+39%	+$2.48M	2.73%	7
2023 Q1	$6.43M	Buy	134,415 +21,692	+19%	+$1.02M	2.12%	11
2022 Q4	$5.3M	Sell	112,723 -170,876	-60%	-$8.14M	1.81%	12
2022 Q3	$13.6M	Buy	283,599 +112,047	+65%	+$5.55M	5.11%	2
2022 Q2	$8.6M	Buy	171,552 +52,139	+44%	+$2.64M	3.26%	6
2022 Q1	$6.12M	Sell	119,413 -4,226	-3%	-$217K	2.31%	11
2021 Q4	$6.36M	Buy	123,639 +19,447	+19%	+$1.01M	2.59%	10
2021 Q3	$5.48M	Sell	104,192 -27,512	-21%	-$1.44M	2.5%	7
2021 Q2	$6.9M	Buy	131,704 +37,345	+40%	+$1.95M	3.38%	5
2021 Q1	$4.86M	Buy	+94,359	New	+$4.85M	2.73%	7

Other funds holding VTIP

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

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Financial & Tax Architects's VTIP Position: Q3 2026 in Review

Financial & Tax Architects increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 16% in Q3 2026, buying an estimated $1.68M and bringing the position to 245,080 shares worth $12.1M. The position accounts for 2.48% of the portfolio, ranked #8.

Financial & Tax Architects first reported a position in VTIP in Q1 2021 and has held it in 16 quarters since. The position peaked at $14.2M in Q2 2025. 272 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Financial & Tax Architects held 245,080 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $12.1M as of Q3 2026.
Financial & Tax Architects bought 33,877 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $1.68M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.48% of Financial & Tax Architects's portfolio in Q3 2026, its #8 holding.
Financial & Tax Architects first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 16 quarters since.
Financial & Tax Architects's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $14.2M in Q2 2025.
272 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Financial & Tax Architects's 13F filing for Q3 2026, filed 15 Oct 2026.