Private Wealth Management Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Private Wealth Management Group’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	$3.37M	Buy	68,566 +1,314	+2%	+$65.2K	0.76%	22
2026 Q2	$3.38M	Buy	67,252 +187	+0.3%	+$9.4K	0.78%	23
2026 Q1	$3.35M	Sell	67,065 -3,771	-5%	-$188K	0.88%	21
2025 Q4	$3.5M	Buy	70,836 +651	+0.9%	+$32.6K	0.94%	21
2025 Q3	$3.55M	Buy	70,185 +541	+0.8%	+$27.2K	0.98%	22
2025 Q2	$3.5M	Buy	69,644 +1,458	+2%	+$72.8K	1.16%	21
2025 Q1	$3.4M	Sell	68,186 -4,138	-6%	-$203K	1.26%	19
2024 Q4	$3.5M	Buy	72,324 +978	+1%	+$47.8K	1.34%	19
2024 Q3	$3.52M	Sell	71,346 -45	-0.1%	-$2.19K	1.39%	17
2024 Q2	$3.47M	Sell	71,391 -2,743	-4%	-$132K	1.5%	16
2024 Q1	$3.55M	Sell	74,134 -16,020	-18%	-$763K	1.61%	14
2023 Q4	$4.28M	Buy	+90,154	New	+$4.27M	2.1%	13

Other funds holding VTIP

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

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Private Wealth Management Group's VTIP Position: Q3 2026 in Review

Private Wealth Management Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2% in Q3 2026, buying an estimated $65.2K and bringing the position to 68,566 shares worth $3.37M. The position accounts for 0.76% of the portfolio, ranked #22.

Private Wealth Management Group first reported a position in VTIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.28M in Q4 2023. 178 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Private Wealth Management Group held 68,566 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.37M as of Q3 2026.
Private Wealth Management Group bought 1,314 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $65.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.76% of Private Wealth Management Group's portfolio in Q3 2026, its #22 holding.
Private Wealth Management Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.28M in Q4 2023.
178 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.