ULWM
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Upper Left Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Upper Left 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 		$1.84M Buy
+37,392
New +$1.85M 0.96% 22

Other funds holding VTIP

Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
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
DF
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
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FP
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
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Upper Left Wealth Management's VTIP Position: Q3 2026 in Review

Upper Left Wealth Management opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2026: 37,392 shares worth $1.84M. The stake represents 0.96% of the portfolio and ranks #22 among its holdings.

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

  • Upper Left Wealth Management held 37,392 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.84M as of Q3 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Upper Left Wealth Management position in Q3 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.96% of Upper Left Wealth Management's portfolio in Q3 2026, its #22 holding.
  • 155 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.