Midwest Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Midwest Trust’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	$1.2M	Buy	24,286 +1,022	+4%	+$50.7K	0.01%	350
2026 Q2	$1.17M	Sell	23,264 -84	-0.4%	-$4.22K	0.01%	343
2026 Q1	$1.17M	Buy	23,348 +573	+3%	+$28.5K	0.01%	339
2025 Q4	$1.13M	Buy	22,775 +179	+0.8%	+$8.95K	0.01%	329
2025 Q3	$1.14M	Sell	22,596 -1,057	-4%	-$53.2K	0.01%	329
2025 Q2	$1.19M	Buy	+23,653	New	+$1.18M	0.02%	320

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Midwest Trust's VTIP Position: Q3 2026 in Review

Midwest Trust increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.4% in Q3 2026, buying an estimated $50.7K and bringing the position to 24,286 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #350.

Midwest Trust first reported a position in VTIP in Q2 2025 and has held it in 6 quarters since. 607 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Midwest Trust held 24,286 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.2M as of Q3 2026.
Midwest Trust bought 1,022 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $50.7K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #350 holding.
Midwest Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 6 quarters since.
607 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.