Graves Light Lenhart Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Graves Light Lenhart Wealth’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	$9.14M	Buy	181,998 +10,364	+6%	+$521K	0.85%	28
2026 Q1	$8.57M	Buy	171,634 +6,335	+4%	+$315K	0.89%	27
2025 Q4	$8.18M	Buy	165,299 +9,465	+6%	+$473K	0.87%	29
2025 Q3	$7.89M	Buy	155,834 +6,149	+4%	+$309K	0.88%	30
2025 Q2	$7.52M	Buy	149,685 +960	+0.6%	+$47.9K	0.9%	28
2025 Q1	$7.42M	Buy	148,725 +5,104	+4%	+$251K	0.91%	28
2024 Q4	$6.95M	Buy	143,621 +3,109	+2%	+$152K	0.86%	29
2024 Q3	$6.93M	Sell	140,512 -8,142	-5%	-$397K	0.85%	30
2024 Q2	$7.14M	Sell	148,654 -3,842	-3%	-$185K	0.82%	31
2024 Q1	$7.3M	Sell	152,496 -803	-0.5%	-$38.2K	0.85%	31
2023 Q4	$7.28M	Buy	153,299 +596	+0.4%	+$28.2K	0.9%	28
2023 Q3	$7.14M	Sell	152,703 -210,140	-58%	-$9.93M	0.97%	25
2023 Q2	$17.2M	Buy	362,843 +7,544	+2%	+$360K	2.32%	13
2023 Q1	$17M	Buy	355,299 +18,282	+5%	+$861K	2.63%	12
2022 Q4	$15.7M	Sell	337,017 -1,098	-0.3%	-$52.3K	2.42%	13
2022 Q3	$16.3M	Sell	338,115 -13,117	-4%	-$650K	2.71%	13
2022 Q2	$17.6M	Buy	351,232 +15,914	+5%	+$805K	2.69%	11
2022 Q1	$17.2M	Buy	335,318 +276	+0.1%	+$14.2K	2.4%	12
2021 Q4	$17.2M	Buy	335,042 +16,702	+5%	+$869K	2.45%	10
2021 Q3	$16.7M	Buy	318,340 +26,673	+9%	+$1.4M	2.64%	10
2021 Q2	$15.3M	Buy	291,667 +34,361	+13%	+$1.79M	2.45%	10
2021 Q1	$13.3M	Buy	257,306 +36,986	+17%	+$1.9M	2.27%	11
2020 Q4	$11.3M	Buy	220,320 +8,116	+4%	+$413K	2.1%	13
2020 Q3	$10.8M	Buy	212,204 +2,146	+1%	+$109K	2.4%	11
2020 Q2	$10.5M	Buy	210,058 +3,282	+2%	+$163K	2.47%	12
2020 Q1	$10.1M	Buy	206,776 +52,494	+34%	+$2.58M	2.72%	10
2019 Q4	$7.6M	Buy	154,282 +5,735	+4%	+$282K	1.6%	19
2019 Q3	$7.31M	Buy	148,547 +4,046	+3%	+$200K	1.61%	18
2019 Q2	$7.13M	Buy	144,501 +777	+0.5%	+$38K	1.71%	17
2019 Q1	$7M	Buy	143,724 +4,660	+3%	+$225K	1.78%	16
2018 Q4	$6.66M	Buy	+139,064	New	+$6.69M	1.96%	15

Other funds holding VTIP

EWM

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Graves Light Lenhart Wealth's VTIP Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6% in Q2 2026, buying an estimated $521K and bringing the position to 181,998 shares worth $9.14M. The position accounts for 0.85% of the portfolio, ranked #28.

Graves Light Lenhart Wealth first reported a position in VTIP in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.6M in Q2 2022. 172 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Graves Light Lenhart Wealth held 181,998 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.14M as of Q2 2026.
Graves Light Lenhart Wealth bought 10,364 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $521K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.85% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #28 holding.
Graves Light Lenhart Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $17.6M in Q2 2022.
172 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.