SFM LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

SFM LLC’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	$3.78M	Sell	76,810 -6,324	-8%	-$314K	1.9%	15
2026 Q2	$4.18M	Buy	83,134 +3,125	+4%	+$157K	2.14%	11
2026 Q1	$4M	Buy	80,009 +7,028	+10%	+$349K	2.42%	12
2025 Q4	$3.61M	Buy	72,981 +3,753	+5%	+$188K	2.12%	13
2025 Q3	$3.51M	Sell	69,228 -377	-0.5%	-$19K	2.04%	12
2025 Q2	$3.5M	Buy	+69,605	New	+$3.48M	2.25%	10

Other funds holding VTIP

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

SFM LLC's VTIP Position: Q3 2026 in Review

SFM LLC reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.6% in Q3 2026, selling an estimated $314K and leaving 76,810 shares worth $3.78M. The position accounts for 1.9% of the portfolio, ranked #15.

SFM LLC first reported a position in VTIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.18M in Q2 2026. 291 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

SFM LLC held 76,810 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.78M as of Q3 2026.
SFM LLC sold 6,324 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $314K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.9% of SFM LLC's portfolio in Q3 2026, its #15 holding.
SFM LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 6 quarters since.
SFM LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.18M in Q2 2026.
291 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.