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

Kaufman Rossin 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	$2.56M	Buy	52,011 +6,406	+14%	+$318K	1.04%	15
2026 Q2	$2.26M	Buy	45,605 +6,431	+16%	+$323K	1.07%	15
2026 Q1	$1.96M	Buy	39,174 +11,289	+40%	+$561K	1.12%	16
2025 Q4	$1.38M	Buy	27,885 +3,658	+15%	+$183K	0.72%	19
2025 Q3	$1.23M	Buy	24,227 +4,414	+22%	+$222K	0.67%	22
2025 Q2	$996K	Sell	19,813 -1,190	-6%	-$59.4K	0.63%	22
2025 Q1	$1.05M	Sell	21,003 -3,965	-16%	-$195K	0.75%	20
2024 Q4	$1.21M	Buy	+24,968	New	+$1.22M	1.24%	15

Other funds holding VTIP

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

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

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Kaufman Rossin Wealth's VTIP Position: Q3 2026 in Review

Kaufman Rossin Wealth increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q3 2026, buying an estimated $318K and bringing the position to 52,011 shares worth $2.56M. The position accounts for 1.04% of the portfolio, ranked #15.

Kaufman Rossin Wealth first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. 291 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Kaufman Rossin Wealth held 52,011 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.56M as of Q3 2026.
Kaufman Rossin Wealth bought 6,406 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $318K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.04% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #15 holding.
Kaufman Rossin Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 8 quarters since.
291 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.