L.K. Benson & Company’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

L.K. Benson & Company’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	$1.2M	Buy	24,374 +1,141	+5%	+$56.6K	0.36%	42
2026 Q2	$1.17M	Buy	23,233 +1,252	+6%	+$62.9K	0.35%	44
2026 Q1	$1.1M	Buy	21,981 +2,413	+12%	+$120K	0.36%	42
2025 Q4	$968K	Buy	19,568 +2,115	+12%	+$106K	0.49%	47
2025 Q3	$884K	Buy	17,453 +58	+0.3%	+$2.92K	0.48%	48
2025 Q2	$874K	Buy	17,395 +33	+0.2%	+$1.65K	0.54%	43
2025 Q1	$866K	Hold	17,362	–	–	0.6%	38
2024 Q4	$841K	Buy	+17,362	New	+$848K	0.59%	39

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

L.K. Benson & Company's VTIP Position: Q3 2026 in Review

L.K. Benson & Company increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.9% in Q3 2026, buying an estimated $56.6K and bringing the position to 24,374 shares worth $1.2M. The position accounts for 0.36% of the portfolio, ranked #42.

L.K. Benson & Company first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. 883 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

L.K. Benson & Company held 24,374 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.2M as of Q3 2026.
L.K. Benson & Company bought 1,141 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $56.6K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.36% of L.K. Benson & Company's portfolio in Q3 2026, its #42 holding.
L.K. Benson & Company first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 8 quarters since.
883 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on L.K. Benson & Company's 13F filing for Q3 2026, filed 23 Oct 2026.