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

Petra Financial Advisors’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	–	Sell	-6,389	Closed	-$316K	–	150
2025 Q4	$316K	Buy	6,389 +1,434	+29%	+$71.7K	0.19%	116
2025 Q3	$251K	Sell	4,955 -312	-6%	-$15.7K	0.15%	125
2025 Q2	$265K	Buy	5,267 +254	+5%	+$12.7K	0.17%	124
2025 Q1	$250K	Sell	5,013 -57	-1%	-$2.8K	0.21%	106
2024 Q4	$245K	Sell	5,070 -103	-2%	-$5.03K	0.17%	122
2024 Q3	$255K	Buy	5,173 +215	+4%	+$10.5K	0.17%	119
2024 Q2	$241K	Buy	4,958 +411	+9%	+$19.8K	0.17%	112
2024 Q1	$216K	Hold	4,547	–	–	0.16%	116
2023 Q4	$216K	Sell	4,547 -395	-8%	-$18.7K	0.18%	107
2023 Q3	$234K	Buy	+4,942	New	+$234K	0.19%	111
2023 Q2	–	Sell	-5,119	Closed	-$245K	–	128
2023 Q1	$245K	Buy	5,119 +62	+1%	+$2.92K	0.24%	69
2022 Q4	$236K	Buy	+5,057	New	+$241K	0.26%	83

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

Petra Financial Advisors's VTIP Position: Q1 2026 in Review

Petra Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 6,389 shares — an estimated $316K sold.

Petra Financial Advisors first reported a position in VTIP in Q4 2022 and held it in 12 quarters. The position peaked at $316K in Q4 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Petra Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
Petra Financial Advisors sold 6,389 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $316K.
Petra Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 12 quarters.
Petra Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $316K in Q4 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.