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

Root Financial Partners’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	$471K	Sell	9,561 -4,369	-31%	-$217K	0.02%	235
2026 Q2	$700K	Sell	13,930 -6,510	-32%	-$327K	0.03%	153
2026 Q1	$1.02M	Buy	20,440 +11,142	+120%	+$554K	0.05%	103
2025 Q4	$460K	Sell	9,298 -74	-0.8%	-$3.7K	0.02%	178
2025 Q3	$474K	Buy	9,372 +4,746	+103%	+$239K	0.03%	152
2025 Q2	$233K	Sell	4,626 -5,682	-55%	-$284K	0.02%	223
2025 Q1	$514K	Sell	10,308 -4	-0%	-$196	0.05%	113
2024 Q4	$499K	Buy	10,312 +486	+5%	+$23.7K	0.06%	115
2024 Q3	$485K	Buy	9,826 +49	+0.5%	+$2.39K	0.08%	94
2024 Q2	$475K	Sell	9,777 -1,431	-13%	-$68.8K	0.11%	70
2024 Q1	$537K	Sell	11,208 -417	-4%	-$19.8K	0.16%	54
2023 Q4	$552K	Buy	11,625 +2,492	+27%	+$118K	0.21%	49
2023 Q3	$432K	Buy	+9,133	New	+$432K	0.23%	47

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 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

Root Financial Partners's VTIP Position: Q3 2026 in Review

Root Financial Partners reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 31% in Q3 2026, selling an estimated $217K and leaving 9,561 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #235.

Root Financial Partners first reported a position in VTIP in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q1 2026. 883 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Root Financial Partners held 9,561 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $471K as of Q3 2026.
Root Financial Partners sold 4,369 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $217K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #235 holding.
Root Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and has held it in 13 quarters since.
Root Financial Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.02M in Q1 2026.
883 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.