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

Prospera Financial 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	$1.25M	Buy	25,583 +5,894	+30%	+$292K	0.02%	750
2026 Q2	$989K	Sell	19,689 -1,038	-5%	-$52.2K	0.01%	774
2026 Q1	$1.04M	Buy	20,727 +3,877	+23%	+$193K	0.02%	697
2025 Q4	$833K	Buy	16,850 +17	+0.1%	+$850	0.01%	750
2025 Q3	$852K	Buy	16,833 +670	+4%	+$33.7K	0.01%	744
2025 Q2	$812K	Sell	16,163 -3,804	-19%	-$190K	0.02%	725
2025 Q1	$996K	Buy	19,967 +307	+2%	+$15.1K	0.02%	566
2024 Q4	$952K	Sell	19,660 -4,565	-19%	-$223K	0.02%	560
2024 Q3	$1.19M	Sell	24,225 -1,922	-7%	-$93.6K	0.03%	466
2024 Q2	$1.27M	Buy	26,147 +3,760	+17%	+$181K	0.04%	444
2024 Q1	$1.07M	Sell	22,387 -3,480	-13%	-$166K	0.03%	477
2023 Q4	$1.23M	Sell	25,867 -7,233	-22%	-$343K	0.04%	418
2023 Q3	$1.57M	Sell	33,100 -163,509	-83%	-$7.73M	0.06%	315
2023 Q2	$9.32M	Buy	196,609 +110	+0.1%	+$5.24K	0.36%	60
2023 Q1	$9.4M	Buy	196,499 +81	+0%	+$3.81K	0.39%	47
2022 Q4	$9.17M	Sell	196,418 -9,529	-5%	-$454K	0.46%	42
2022 Q3	$9.9M	Sell	205,947 -3,270	-2%	-$162K	0.52%	30
2022 Q2	$10.5M	Sell	209,217 -5,929	-3%	-$300K	0.53%	26
2022 Q1	$11M	Buy	215,146 +125,490	+140%	+$6.44M	0.46%	22
2021 Q4	$4.61M	Buy	+89,656	New	+$4.67M	0.2%	117
2020 Q4	–	Sell	-42	Closed	-$2K	–	1561
2020 Q3	$2K	Buy	+42	New	+$2.13K	﹤0.01%	1495

Other funds holding VTIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Prospera Financial Services's VTIP Position: Q3 2026 in Review

Prospera Financial Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 30% in Q3 2026, buying an estimated $292K and bringing the position to 25,583 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #750.

Prospera Financial Services first reported a position in VTIP in Q3 2020 and has held it in 21 quarters since. The position peaked at $11M in Q1 2022. 644 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Prospera Financial Services held 25,583 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.25M as of Q3 2026.
Prospera Financial Services bought 5,894 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $292K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #750 holding.
Prospera Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and has held it in 21 quarters since.
Prospera Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11M in Q1 2022.
644 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.