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 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%	-$19.9K	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 $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Root Financial Partners's VTIP Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 120% in Q1 2026, buying an estimated $554K and bringing the position to 20,440 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #103.

Root Financial Partners first reported a position in VTIP in Q3 2023 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Root Financial Partners held 20,440 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.02M as of Q1 2026.
Root Financial Partners bought 11,142 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $554K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of Root Financial Partners's portfolio in Q1 2026, its #103 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 11 quarters since.
912 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.