Surience Private Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Surience Private Wealth’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	$442K	Sell	8,978 -118	-1%	-$5.85K	0.42%	36
2026 Q2	$457K	Sell	9,096 -1,878	-17%	-$94.4K	0.4%	37
2026 Q1	$548K	Buy	+10,974	New	+$546K	0.59%	34
2025 Q3	–	Sell	-60,965	Closed	-$3.06M	–	43
2025 Q2	$3.06M	Buy	+60,965	New	+$3.04M	2.88%	13
2025 Q1	–	Sell	-56,598	Closed	-$2.74M	–	36
2024 Q4	$2.74M	Buy	+56,598	New	+$2.77M	3.54%	15
2023 Q3	–	Sell	-10,379	Closed	-$492K	–	35
2023 Q2	$492K	Sell	10,379 -65,225	-86%	-$3.11M	0.7%	19
2023 Q1	$3.62M	Sell	75,604 -30,391	-29%	-$1.43M	5.33%	5
2022 Q4	$4.95M	Buy	105,995 +10,142	+11%	+$483K	6.57%	4
2022 Q3	$4.61M	Buy	95,853 +86,332	+907%	+$4.28M	11.84%	2
2022 Q2	$477K	Hold	9,521	–	–	0.72%	8
2022 Q1	$488K	Buy	+9,521	New	+$488K	0.43%	18

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

Surience Private Wealth's VTIP Position: Q3 2026 in Review

Surience Private Wealth reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.3% in Q3 2026, selling an estimated $5.85K and leaving 8,978 shares worth $442K. The position accounts for 0.42% of the portfolio, ranked #36.

Surience Private Wealth first reported a position in VTIP in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.95M in Q4 2022. 291 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Surience Private Wealth held 8,978 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $442K as of Q3 2026.
Surience Private Wealth sold 118 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $5.85K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.42% of Surience Private Wealth's portfolio in Q3 2026, its #36 holding.
Surience Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 11 quarters since.
Surience Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.95M in Q4 2022.
291 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.