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

MFA Wealth Services’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	$1.07M	Sell	21,699 -540	-2%	-$26.8K	0.63%	45
2026 Q2	$1.12M	Buy	22,239 +147	+0.7%	+$7.39K	0.67%	45
2026 Q1	$1.1M	Sell	22,092 -355	-2%	-$17.7K	0.73%	41
2025 Q4	$1.11M	Buy	22,447 +807	+4%	+$40.4K	0.75%	41
2025 Q3	$1.1M	Buy	+21,640	New	+$1.09M	0.76%	42

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 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

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

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

MFA Wealth Services's VTIP Position: Q3 2026 in Review

MFA Wealth Services reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.4% in Q3 2026, selling an estimated $26.8K and leaving 21,699 shares worth $1.07M. The position accounts for 0.63% of the portfolio, ranked #45.

MFA Wealth Services first reported a position in VTIP in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q2 2026. 250 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

MFA Wealth Services held 21,699 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.07M as of Q3 2026.
MFA Wealth Services sold 540 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $26.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.63% of MFA Wealth Services's portfolio in Q3 2026, its #45 holding.
MFA Wealth Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 5 quarters since.
MFA Wealth Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.12M in Q2 2026.
250 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

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