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 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

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

Mustard Seed Financial's VTIP Position: Q1 2026 in Review

Mustard Seed Financial increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q1 2026, buying an estimated $148K and bringing the position to 27,235 shares worth $1.36M. The position accounts for 0.82% of the portfolio, ranked #26.

Mustard Seed Financial first reported a position in VTIP in Q4 2023 and has held it in 10 quarters since. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Mustard Seed Financial held 27,235 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.36M as of Q1 2026.
Mustard Seed Financial bought 2,977 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $148K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.82% of Mustard Seed Financial's portfolio in Q1 2026, its #26 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 10 quarters since.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.