Private Client Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Private Client Services’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	$2.65M	Buy	53,816 +606	+1%	+$30.1K	0.71%	33
2026 Q2	$2.67M	Sell	53,210 -31,161	-37%	-$1.57M	0.7%	34
2026 Q1	$4.21M	Buy	84,371 +4,251	+5%	+$211K	1.26%	15
2025 Q4	$3.96M	Buy	80,120 +1,644	+2%	+$82.2K	1.24%	18
2025 Q3	$3.97M	Buy	78,476 +8,546	+12%	+$430K	1.33%	18
2025 Q2	$3.52M	Sell	69,930 -4,441	-6%	-$222K	1.37%	16
2025 Q1	$3.71M	Buy	+74,371	New	+$3.65M	1.84%	12
2024 Q1	–	Sell	-7,462	Closed	-$354K	–	153
2023 Q4	$354K	Buy	+7,462	New	+$353K	0.29%	93

Other funds holding VTIP

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

GLLW

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

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Private Client Services's VTIP Position: Q3 2026 in Review

Private Client Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.1% in Q3 2026, buying an estimated $30.1K and bringing the position to 53,816 shares worth $2.65M. The position accounts for 0.71% of the portfolio, ranked #33.

Private Client Services first reported a position in VTIP in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.21M in Q1 2026. 58 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Private Client Services held 53,816 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.65M as of Q3 2026.
Private Client Services bought 606 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $30.1K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.71% of Private Client Services's portfolio in Q3 2026, its #33 holding.
Private Client Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 8 quarters since.
Private Client Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.21M in Q1 2026.
58 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.