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

Innovative Wealth Building’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	$1.1M	Sell	22,294 -295	-1%	-$14.6K	0.61%	28
2026 Q2	$1.13M	Sell	22,589 -1,041	-4%	-$52.3K	0.66%	27
2026 Q1	$1.18M	Sell	23,630 -123	-0.5%	-$6.12K	0.83%	21
2025 Q4	$1.17M	Sell	23,753 -1,000	-4%	-$50K	0.86%	22
2025 Q3	$1.25M	Buy	24,753 +2,166	+10%	+$109K	0.98%	20
2025 Q2	$1.14M	Buy	+22,587	New	+$1.13M	0.94%	21

Other funds holding VTIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Innovative Wealth Building's VTIP Position: Q3 2026 in Review

Innovative Wealth Building reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.3% in Q3 2026, selling an estimated $14.6K and leaving 22,294 shares worth $1.1M. The position accounts for 0.61% of the portfolio, ranked #28.

Innovative Wealth Building first reported a position in VTIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q3 2025. 883 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Innovative Wealth Building held 22,294 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.1M as of Q3 2026.
Innovative Wealth Building sold 295 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $14.6K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.61% of Innovative Wealth Building's portfolio in Q3 2026, its #28 holding.
Innovative Wealth Building first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 6 quarters since.
Innovative Wealth Building's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.25M in Q3 2025.
883 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.