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 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

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return