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

Physician Wealth 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 Q3	$321K	Sell	6,529 -1,089	-14%	-$54K	0.04%	157
2026 Q2	$383K	Buy	7,618 +1,492	+24%	+$75K	0.05%	137
2026 Q1	$306K	Buy	6,126 +592	+11%	+$29.4K	0.04%	145
2025 Q4	$274K	Hold	5,534	–	–	0.04%	151
2025 Q3	$280K	Hold	5,534	–	–	0.04%	150
2025 Q2	$278K	Hold	5,534	–	–	0.04%	145
2025 Q1	$276K	Buy	5,534 +4	+0.1%	+$196	0.05%	145
2024 Q4	$268K	Buy	5,530 +500	+10%	+$24.4K	0.05%	147
2024 Q3	$246K	Hold	5,030	–	–	0.04%	157
2024 Q2	$243K	Buy	5,030 +370	+8%	+$17.8K	0.04%	149
2024 Q1	$223K	Hold	4,660	–	–	0.05%	155
2023 Q4	$222K	Hold	4,660	–	–	0.05%	150
2023 Q3	$219K	Hold	4,660	–	–	0.06%	136
2023 Q2	$219K	Hold	4,660	–	–	0.05%	139
2023 Q1	$222K	Buy	+4,660	New	+$219K	0.06%	140

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

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

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 Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

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

Physician Wealth Advisors's VTIP Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q3 2026, selling an estimated $54K and leaving 6,529 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #157.

Physician Wealth Advisors first reported a position in VTIP in Q1 2023 and has held it in 15 quarters since. The position peaked at $383K in Q2 2026. 216 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Physician Wealth Advisors held 6,529 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $321K as of Q3 2026.
Physician Wealth Advisors sold 1,089 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $54K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Physician Wealth Advisors's portfolio in Q3 2026, its #157 holding.
Physician Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 15 quarters since.
Physician Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $383K in Q2 2026.
216 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.