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 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Trademark Financial Management's VTIP Position: Q2 2026 in Review

Trademark Financial Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.9% in Q2 2026, selling an estimated $16K and leaving 10,541 shares worth $529K. The position accounts for 0.22% of the portfolio, ranked #69.

Trademark Financial Management first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $542K in Q1 2026. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Trademark Financial Management held 10,541 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $529K as of Q2 2026.
Trademark Financial Management sold 319 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $16K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.22% of Trademark Financial Management's portfolio in Q2 2026, its #69 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 5 quarters since.
Trademark Financial Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $542K in Q1 2026.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.