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

Robinswood Financial’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	$9M	Buy	185,058 +8,638	+5%	+$428K	2.78%	15
2026 Q2	$8.86M	Buy	176,420 +12,252	+7%	+$616K	2.54%	15
2026 Q1	$8.2M	Buy	164,168 +26,843	+20%	+$1.33M	2.58%	15
2025 Q4	$6.79M	Buy	137,325 +25,610	+23%	+$1.28M	2.17%	16
2025 Q3	$5.66M	Buy	111,715 +76,047	+213%	+$3.83M	1.89%	18
2025 Q2	$1.79M	Buy	35,668 +27,863	+357%	+$1.39M	0.63%	27
2025 Q1	$389K	Buy	7,805 +898	+13%	+$44.1K	0.14%	47
2024 Q4	$334K	Sell	6,907 -188	-3%	-$9.18K	0.13%	48
2024 Q3	$350K	Sell	7,095 -5,093	-42%	-$248K	0.13%	47
2024 Q2	$592K	Buy	12,188 +4	+0%	+$192	0.24%	34
2024 Q1	$582K	Sell	12,184 -7,394	-38%	-$352K	0.25%	34
2023 Q4	$930K	Sell	19,578 -2,645	-12%	-$125K	0.4%	29
2023 Q3	$1.05M	Sell	22,223 -702	-3%	-$33.2K	0.5%	27
2023 Q2	$1.09M	Buy	+22,925	New	+$1.09M	0.5%	26

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Robinswood Financial's VTIP Position: Q3 2026 in Review

Robinswood Financial increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.9% in Q3 2026, buying an estimated $428K and bringing the position to 185,058 shares worth $9M. The position accounts for 2.78% of the portfolio, ranked #15.

Robinswood Financial first reported a position in VTIP in Q2 2023 and has held it in 14 quarters since. 671 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Robinswood Financial held 185,058 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9M as of Q3 2026.
Robinswood Financial bought 8,638 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $428K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.78% of Robinswood Financial's portfolio in Q3 2026, its #15 holding.
Robinswood Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and has held it in 14 quarters since.
671 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Robinswood Financial's 13F filing for Q3 2026, filed 20 Oct 2026.