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

Maia 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	$222K	Sell	4,514 -115	-2%	-$5.7K	0.03%	327
2026 Q2	$233K	Sell	4,629 -956	-17%	-$48.1K	0.03%	326
2026 Q1	$279K	Sell	5,585 -47	-0.8%	-$2.34K	0.05%	303
2025 Q4	$280K	Buy	5,632 +493	+10%	+$24.6K	0.05%	287
2025 Q3	$257K	Sell	5,139 -243	-5%	-$12.2K	0.04%	302
2025 Q2	$271K	Buy	5,382 +535	+11%	+$26.7K	0.05%	271
2025 Q1	$241K	Sell	4,847 -814	-14%	-$40K	0.05%	261
2024 Q4	$276K	Sell	5,661 -95	-2%	-$4.64K	0.06%	243
2024 Q3	$281K	Sell	5,756 -480	-8%	-$23.4K	0.07%	203
2024 Q2	$302K	Buy	+6,236	New	+$300K	0.09%	162
2023 Q4	$372K	Buy	+7,831	New	+$371K	0.15%	132

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

Maia Wealth's VTIP Position: Q3 2026 in Review

Maia Wealth reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.5% in Q3 2026, selling an estimated $5.7K and leaving 4,514 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #327.

Maia Wealth first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $372K in Q4 2023. 883 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Maia Wealth held 4,514 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $222K as of Q3 2026.
Maia Wealth sold 115 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $5.7K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #327 holding.
Maia Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $372K in Q4 2023.
883 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

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