Mullaney, Keating & Wright’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Mullaney, Keating & Wright’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 Q2	$5.77M	Sell	114,848 -7,874	-6%	-$396K	2.79%	9
2026 Q1	$6.13M	Sell	122,722 -4,259	-3%	-$212K	3.33%	6
2025 Q4	$6.28M	Buy	126,981 +1,588	+1%	+$79.4K	3.32%	6
2025 Q3	$6.35M	Buy	125,393 +4,490	+4%	+$226K	3.52%	6
2025 Q2	$6.08M	Sell	120,903 -298	-0.2%	-$14.9K	3.98%	5
2025 Q1	$6.05M	Sell	121,201 -3,320	-3%	-$163K	4.07%	5
2024 Q4	$6.03M	Sell	124,521 -2,511	-2%	-$123K	4.07%	5
2024 Q3	$6.26M	Buy	127,032 +2,207	+2%	+$107K	4.35%	6
2024 Q2	$6.06M	Buy	+124,825	New	+$6M	4.7%	5

Other funds holding VTIP

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return