Trademark Financial Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Trademark Financial 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	$431K	Sell	8,750 -1,791	-17%	-$88.8K	0.17%	79
2026 Q2	$529K	Sell	10,541 -319	-3%	-$16K	0.22%	69
2026 Q1	$542K	Buy	10,860 +3,920	+56%	+$195K	0.27%	62
2025 Q4	$343K	Sell	6,940 -1,416	-17%	-$70.8K	0.19%	78
2025 Q3	$423K	Buy	8,356 +3,245	+63%	+$163K	0.25%	64
2025 Q2	$257K	Buy	+5,111	New	+$255K	0.16%	79

Other funds holding VTIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Trademark Financial Management's VTIP Position: Q3 2026 in Review

Trademark Financial Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 17% in Q3 2026, selling an estimated $88.8K and leaving 8,750 shares worth $431K. The position accounts for 0.17% of the portfolio, ranked #79.

Trademark Financial Management first reported a position in VTIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $542K in Q1 2026. 600 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Trademark Financial Management held 8,750 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $431K as of Q3 2026.
Trademark Financial Management sold 1,791 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $88.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.17% of Trademark Financial Management's portfolio in Q3 2026, its #79 holding.
Trademark Financial Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 6 quarters since.
Trademark Financial Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $542K in Q1 2026.
600 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Trademark Financial Management's 13F filing for Q3 2026, filed 23 Oct 2026.