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Omni 360 Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Omni 360 Wealth’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 		$3.02M Buy
61,284
+3,958
+7% +$196K 1.37% 20
2026
Q2 		$2.88M Sell
57,326
-1,484
-3% -$74.6K 1.33% 20
2026
Q1 		$2.94M Sell
58,810
-1,200
-2% -$59.7K 1.52% 16
2025
Q4 		$2.97M Buy
60,010
+4,252
+8% +$213K 1.52% 18
2025
Q3 		$2.82M Buy
55,758
+2,987
+6% +$150K 1.58% 16
2025
Q2 		$2.65M Sell
52,771
-1,901
-3% -$94.9K 1.65% 15
2025
Q1 		$2.73M Buy
54,672
+3,201
+6% +$157K 1.83% 13
2024
Q4 		$2.49M Buy
51,471
+13,165
+34% +$643K 1.66% 14
2024
Q3 		$1.89M Buy
38,306
+296
+0.8% +$14.4K 1.3% 23
2024
Q2 		$1.84M Buy
38,010
+8,936
+31% +$430K 1.4% 18
2024
Q1 		$1.39M Buy
29,074
+5,665
+24% +$270K 1.15% 22
2023
Q4 		$1.11M Buy
+23,409
New +$1.11M 1.04% 27

Other funds holding VTIP

Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
DF
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Omni 360 Wealth's VTIP Position: Q3 2026 in Review

Omni 360 Wealth increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.9% in Q3 2026, buying an estimated $196K and bringing the position to 61,284 shares worth $3.02M. The position accounts for 1.37% of the portfolio, ranked #20.

Omni 360 Wealth first reported a position in VTIP in Q4 2023 and has held it in 12 quarters since. 216 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • Omni 360 Wealth held 61,284 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.02M as of Q3 2026.
  • Omni 360 Wealth bought 3,958 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $196K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.37% of Omni 360 Wealth's portfolio in Q3 2026, its #20 holding.
  • Omni 360 Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 12 quarters since.
  • 216 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.