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

Lauterbach Financial 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	$209K	Buy	4,244 +26	+0.6%	+$1.29K	0.09%	86
2026 Q2	$212K	Buy	+4,218	New	+$212K	0.09%	85
2022 Q4	–	Sell	-6,477	Closed	-$312K	–	56
2022 Q3	$312K	Hold	6,477	–	–	0.32%	32
2022 Q2	$325K	Buy	+6,477	New	+$328K	0.31%	31

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

Lauterbach Financial Advisors's VTIP Position: Q3 2026 in Review

Lauterbach Financial Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.62% in Q3 2026, buying an estimated $1.29K and bringing the position to 4,244 shares worth $209K. The position accounts for 0.09% of the portfolio, ranked #86.

Lauterbach Financial Advisors first reported a position in VTIP in Q2 2022 and has held it in 4 quarters since. The position peaked at $325K in Q2 2022. 883 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Lauterbach Financial Advisors held 4,244 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $209K as of Q3 2026.
Lauterbach Financial Advisors bought 26 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $1.29K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.09% of Lauterbach Financial Advisors's portfolio in Q3 2026, its #86 holding.
Lauterbach Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 4 quarters since.
Lauterbach Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $325K in Q2 2022.
883 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.