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

SWMG 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	$402K	Buy	+8,236	New	+$408K	0.09%	80

Other funds holding VTIP

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

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

L.J. Altfest & Co New York $1.01B AUM 24.77% 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

SWMG LLC's VTIP Position: Q3 2026 in Review

SWMG LLC opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2026: 8,236 shares worth $402K. The stake represents 0.09% of the portfolio and ranks #80 among its holdings.

428 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

SWMG LLC held 8,236 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $402K as of Q3 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new SWMG LLC position in Q3 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.09% of SWMG LLC's portfolio in Q3 2026, its #80 holding.
428 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.