Graves Light Lenhart Wealth
VTIP icon

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
Q3 		$26.6M Buy
540,037
+358,039
+197% +$17.8M 2.49% 10
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% -$9.9M 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

Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
DF
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
WFA
Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Graves Light Lenhart Wealth's VTIP Position: Q3 2026 in Review

Graves Light Lenhart Wealth increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 197% in Q3 2026, buying an estimated $17.8M and bringing the position to 540,037 shares worth $26.6M. The position accounts for 2.49% of the portfolio, ranked #10.

Graves Light Lenhart Wealth first reported a position in VTIP in Q4 2018 and has held it in 32 quarters since. 184 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • Graves Light Lenhart Wealth held 540,037 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $26.6M as of Q3 2026.
  • Graves Light Lenhart Wealth bought 358,039 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $17.8M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.49% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #10 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 32 quarters since.
  • 184 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.