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

Lodestone Wealth Management’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	$2.87M	Buy	58,265 +3,797	+7%	+$188K	0.96%	28
2026 Q2	$2.74M	Buy	54,468 +400	+0.7%	+$20.1K	0.97%	30
2026 Q1	$2.7M	Buy	54,068 +2,656	+5%	+$132K	1.07%	28
2025 Q4	$2.54M	Sell	51,412 -167	-0.3%	-$8.35K	1.04%	28
2025 Q3	$2.61M	Buy	51,579 +3,602	+8%	+$181K	1.17%	23
2025 Q2	$2.41M	Sell	47,977 -1,993	-4%	-$100K	1.17%	25
2025 Q1	$2.49M	Sell	49,970 -580	-1%	-$28.5K	1.33%	22
2024 Q4	$2.45M	Buy	50,550 +1,651	+3%	+$80.7K	1.23%	29
2024 Q3	$2.41M	Buy	48,899 +12,908	+36%	+$629K	1.21%	28
2024 Q2	$1.75M	Buy	35,991 +1,664	+5%	+$80K	0.92%	40
2024 Q1	$1.64M	Sell	34,327 -101	-0.3%	-$4.81K	0.86%	46
2023 Q4	$1.63M	Buy	34,428 +8,114	+31%	+$384K	0.95%	41
2023 Q3	$1.24M	Sell	26,314 -3,720	-12%	-$176K	0.87%	45
2023 Q2	$1.42M	Sell	30,034 -2,842	-9%	-$135K	0.98%	34
2023 Q1	$1.57M	Buy	32,876 +12	+0%	+$565	1.21%	33
2022 Q4	$1.54M	Buy	+32,864	New	+$1.57M	1.24%	33

Other funds holding VTIP

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 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

L.J. Altfest & Co New York $1.01B AUM 24.77% 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

Lodestone Wealth Management's VTIP Position: Q3 2026 in Review

Lodestone Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7% in Q3 2026, buying an estimated $188K and bringing the position to 58,265 shares worth $2.87M. The position accounts for 0.96% of the portfolio, ranked #28.

Lodestone Wealth Management first reported a position in VTIP in Q4 2022 and has held it in 16 quarters since. 428 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Lodestone Wealth Management held 58,265 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.87M as of Q3 2026.
Lodestone Wealth Management bought 3,797 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $188K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.96% of Lodestone Wealth Management's portfolio in Q3 2026, its #28 holding.
Lodestone Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 16 quarters since.
428 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.