Sheets Smith Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Sheets Smith Wealth Management’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	$1.35M	Buy	27,370 +2,113	+8%	+$105K	0.14%	146
2026 Q2	$1.27M	Hold	25,257	–	–	0.13%	163
2026 Q1	$1.26M	Buy	25,257 +2,003	+9%	+$100K	0.14%	152
2025 Q4	$1.15M	Buy	23,254 +2,750	+13%	+$138K	0.13%	161
2025 Q3	$1.04M	Buy	20,504 +2,092	+11%	+$105K	0.12%	168
2025 Q2	$926K	Buy	+18,412	New	+$919K	0.11%	180
2022 Q2	–	Sell	-8,513	Closed	-$436K	–	350
2022 Q1	$436K	Hold	8,513	–	–	0.06%	234
2021 Q4	$438K	Buy	8,513 +1,614	+23%	+$84K	0.05%	252
2021 Q3	$363K	Buy	6,899 +54	+0.8%	+$2.83K	0.05%	268
2021 Q2	$359K	Sell	6,845 -1,060	-13%	-$55.2K	0.05%	274
2021 Q1	$407K	Buy	7,905 +12	+0.2%	+$617	0.06%	236
2020 Q4	$403K	Sell	7,893 -150	-2%	-$7.63K	0.06%	231
2020 Q3	$410K	Hold	8,043	–	–	0.07%	210
2020 Q2	$404K	Hold	8,043	–	–	0.08%	178
2020 Q1	$392K	Buy	+8,043	New	+$395K	0.08%	182

Other funds holding VTIP

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

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

MWP

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

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

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sheets Smith Wealth Management's VTIP Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8.4% in Q3 2026, buying an estimated $105K and bringing the position to 27,370 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #146.

Sheets Smith Wealth Management first reported a position in VTIP in Q1 2020 and has held it in 15 quarters since. 155 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Sheets Smith Wealth Management held 27,370 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.35M as of Q3 2026.
Sheets Smith Wealth Management bought 2,113 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $105K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.14% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #146 holding.
Sheets Smith Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 15 quarters since.
155 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.