Global Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Global Wealth 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 Q3	$7.09M	Buy	144,074 +11,375	+9%	+$564K	3.86%	9
2026 Q2	$6.67M	Buy	132,699 +1,819	+1%	+$91.4K	3.39%	10
2026 Q1	$6.54M	Buy	+130,880	New	+$6.51M	3.56%	10

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 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

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Global Wealth Management's VTIP Position: Q3 2026 in Review

Global Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8.6% in Q3 2026, buying an estimated $564K and bringing the position to 144,074 shares worth $7.09M. The position accounts for 3.86% of the portfolio, ranked #9.

Global Wealth Management first reported a position in VTIP in Q1 2026 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Global Wealth Management held 144,074 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.09M as of Q3 2026.
Global Wealth Management bought 11,375 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $564K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.86% of Global Wealth Management's portfolio in Q3 2026, its #9 holding.
Global Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2026 and has held it in 3 quarters since.
242 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.