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

Kondo Wealth Advisors’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	$11M	Buy	223,607 +4,693	+2%	+$233K	3.67%	8
2026 Q2	$11M	Buy	218,914 +9,493	+5%	+$477K	3.68%	8
2026 Q1	$10.5M	Buy	209,421 +6,548	+3%	+$326K	3.94%	8
2025 Q4	$10M	Buy	202,873 +11,594	+6%	+$580K	3.84%	8
2025 Q3	$9.7M	Buy	191,279 +9,009	+5%	+$453K	3.91%	8
2025 Q2	$9.08M	Buy	182,270 +8,442	+5%	+$422K	4.01%	8
2025 Q1	$8.67M	Buy	173,828 +12,960	+8%	+$636K	4.28%	8
2024 Q4	$7.79M	Buy	+160,868	New	+$7.86M	3.95%	8

Other funds holding VTIP

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

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

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

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 Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

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

Kondo Wealth Advisors's VTIP Position: Q3 2026 in Review

Kondo Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.1% in Q3 2026, buying an estimated $233K and bringing the position to 223,607 shares worth $11M. The position accounts for 3.67% of the portfolio, ranked #8.

Kondo Wealth Advisors first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. 197 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Kondo Wealth Advisors held 223,607 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11M as of Q3 2026.
Kondo Wealth Advisors bought 4,693 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $233K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.67% of Kondo Wealth Advisors's portfolio in Q3 2026, its #8 holding.
Kondo Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 8 quarters since.
197 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

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