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

Meritas 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	$7.71M	Buy	156,548 +23,677	+18%	+$1.17M	2.78%	12
2026 Q2	$6.67M	Buy	132,871 +8,162	+7%	+$410K	2.61%	12
2026 Q1	$6.23M	Buy	124,709 +10,432	+9%	+$519K	2.82%	11
2025 Q4	$5.65M	Buy	114,277 +4,847	+4%	+$242K	2.72%	12
2025 Q3	$5.54M	Buy	109,430 +5,591	+5%	+$281K	2.74%	12
2025 Q2	$5.22M	Sell	103,839 -881	-0.8%	-$44K	2.87%	10
2025 Q1	$5.23M	Buy	104,720 +4,739	+5%	+$233K	3.06%	10
2024 Q4	$4.84M	Buy	99,981 +3,647	+4%	+$178K	2.91%	10
2024 Q3	$4.75M	Buy	96,334 +5,756	+6%	+$280K	2.94%	10
2024 Q2	$4.4M	Buy	90,578 +2,122	+2%	+$102K	3.1%	8
2024 Q1	$4.24M	Sell	88,456 -1,044	-1%	-$49.7K	2.95%	8
2023 Q4	$4.25M	Sell	89,500 -10,185	-10%	-$482K	3.19%	8
2023 Q3	$4.71M	Buy	99,685 +2,781	+3%	+$131K	3.61%	8
2023 Q2	$4.6M	Buy	96,904 +309	+0.3%	+$14.7K	3.45%	7
2023 Q1	$4.62M	Buy	96,595 +6,164	+7%	+$290K	3.63%	7
2022 Q4	$4.22M	Buy	+90,431	New	+$4.31M	3.49%	7

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

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

Meritas Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 18% in Q3 2026, buying an estimated $1.17M and bringing the position to 156,548 shares worth $7.71M. The position accounts for 2.78% of the portfolio, ranked #12.

Meritas 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.

Meritas Wealth Management held 156,548 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.71M as of Q3 2026.
Meritas Wealth Management bought 23,677 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $1.17M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.78% of Meritas Wealth Management's portfolio in Q3 2026, its #12 holding.
Meritas 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 Meritas Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.