Mustard Seed Financial
VTIP icon

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

Mustard Seed 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
Q3 		$1.47M Buy
29,855
+1,261
+4% +$62.5K 0.75% 28
2026
Q2 		$1.44M Buy
28,594
+1,359
+5% +$68.3K 0.75% 29
2026
Q1 		$1.36M Buy
27,235
+2,977
+12% +$148K 0.82% 26
2025
Q4 		$1.2M Buy
24,258
+102
+0.4% +$5.1K 0.75% 31
2025
Q3 		$1.22M Sell
24,156
-70
-0.3% -$3.52K 0.79% 31
2025
Q2 		$1.22M Sell
24,226
-806
-3% -$40.2K 0.88% 27
2025
Q1 		$1.25M Buy
25,032
+5
+0% +$245 1% 24
2024
Q4 		$1.21M Buy
25,027
+167
+0.7% +$8.16K 0.98% 26
2024
Q3 		$1.23M Buy
24,860
+244
+1% +$11.9K 1.02% 23
2024
Q2 		$1.19M Buy
24,616
+452
+2% +$21.7K 1.14% 23
2024
Q1 		$1.16M Sell
24,164
-1,810
-7% -$86.2K 1.15% 22
2023
Q4 		$1.23M Buy
+25,974
New +$1.23M 1.39% 19

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Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mustard Seed Financial's VTIP Position: Q3 2026 in Review

Mustard Seed Financial increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.4% in Q3 2026, buying an estimated $62.5K and bringing the position to 29,855 shares worth $1.47M. The position accounts for 0.75% of the portfolio, ranked #28.

Mustard Seed Financial first reported a position in VTIP in Q4 2023 and has held it in 12 quarters since. 702 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • Mustard Seed Financial held 29,855 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.47M as of Q3 2026.
  • Mustard Seed Financial bought 1,261 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $62.5K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.75% of Mustard Seed Financial's portfolio in Q3 2026, its #28 holding.
  • Mustard Seed Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 12 quarters since.
  • 702 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Mustard Seed Financial's 13F filing for Q3 2026, filed 30 Oct 2026.