Midwestern Financial’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Midwestern Financial’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 Q1	$1.25M	Buy	25,023 +7,370	+42%	+$367K	0.98%	28
2025 Q4	$873K	Buy	17,653 +3,804	+27%	+$190K	0.72%	34
2025 Q3	$701K	Buy	13,849 +5,825	+73%	+$293K	0.6%	35
2025 Q2	$403K	Buy	+8,024	New	+$401K	0.38%	44

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Midwestern Financial's VTIP Position: Q1 2026 in Review

Midwestern Financial increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 42% in Q1 2026, buying an estimated $367K and bringing the position to 25,023 shares worth $1.25M. The position accounts for 0.98% of the portfolio, ranked #28.

Midwestern Financial first reported a position in VTIP in Q2 2025 and has held it in 4 quarters since. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Midwestern Financial held 25,023 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.25M as of Q1 2026.
Midwestern Financial bought 7,370 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $367K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.98% of Midwestern Financial's portfolio in Q1 2026, its #28 holding.
Midwestern Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 4 quarters since.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.