J. Team Financial’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

J. Team Financial’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	$1.72M	Buy	34,865 +4,127	+13%	+$205K	1.49%	20
2026 Q2	$1.54M	Sell	30,738 -1,187	-4%	-$59.7K	1.5%	19
2026 Q1	$1.59M	Sell	31,925 -5,991	-16%	-$298K	1.78%	17
2025 Q4	$1.88M	Buy	37,916 +2	+0%	+$100	1.87%	17
2025 Q3	$1.92M	Buy	+37,914	New	+$1.91M	1.95%	18

Other funds holding VTIP

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

J. Team Financial's VTIP Position: Q3 2026 in Review

J. Team Financial increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 13% in Q3 2026, buying an estimated $205K and bringing the position to 34,865 shares worth $1.72M. The position accounts for 1.49% of the portfolio, ranked #20.

J. Team Financial first reported a position in VTIP in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q3 2025. 579 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

J. Team Financial held 34,865 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.72M as of Q3 2026.
J. Team Financial bought 4,127 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $205K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.49% of J. Team Financial's portfolio in Q3 2026, its #20 holding.
J. Team Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 5 quarters since.
J. Team Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.92M in Q3 2025.
579 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.