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

Greystone Financial Group’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 		$16.7M Sell
340,133
-5,163
-1% -$256K 4.65% 2
2026
Q2 		$17.3M Sell
345,296
-7,670
-2% -$386K 4.85% 2
2026
Q1 		$17.6M Sell
352,966
-228,925
-39% -$11.4M 4.99% 2
2025
Q4 		$28.8M Sell
581,891
-10,252
-2% -$513K 4.49% 4
2025
Q3 		$30M Sell
592,143
-105,318
-15% -$5.3M 4.65% 2
2025
Q2 		$35.1M Buy
697,461
+676,593
+3,242% +$33.8M 5.77% 1
2025
Q1 		$1.04M Sell
20,868
-3,610
-15% -$177K 0.19% 68
2024
Q4 		$1.19M Buy
24,478
+5,537
+29% +$271K 0.21% 61
2024
Q3 		$934K Buy
+18,941
New +$922K 0.17% 67
2024
Q1 		– Sell
-117,552
Closed -$5.58M – 120
2023
Q4 		$5.58M Sell
117,552
-99,706
-46% -$4.72M 1.29% 36
2023
Q3 		$10.3M Buy
217,258
+62,380
+40% +$2.95M 2.56% 8
2023
Q2 		$7.34M Sell
154,878
-38,174
-20% -$1.82M 1.7% 23
2023
Q1 		$9.23M Buy
193,052
+40,471
+27% +$1.91M 2.33% 8
2022
Q4 		$7.13M Sell
152,581
-533
-0.3% -$25.4K 2.09% 31
2022
Q3 		$7.37M Buy
+153,114
New +$7.59M 2.5% 14

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Greystone Financial Group's VTIP Position: Q3 2026 in Review

Greystone Financial Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.5% in Q3 2026, selling an estimated $256K and leaving 340,133 shares worth $16.7M. The position accounts for 4.65% of the portfolio, ranked #2.

Greystone Financial Group first reported a position in VTIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $35.1M in Q2 2025. 448 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • Greystone Financial Group held 340,133 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $16.7M as of Q3 2026.
  • Greystone Financial Group sold 5,163 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $256K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.65% of Greystone Financial Group's portfolio in Q3 2026, its #2 holding.
  • Greystone Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 15 quarters since.
  • Greystone Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $35.1M in Q2 2025.
  • 448 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.