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

Visionary Wealth Advisors’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	$1.99M	Buy	40,368 +4,369	+12%	+$217K	0.08%	215
2026 Q2	$1.81M	Buy	35,999 +5,109	+17%	+$257K	0.07%	220
2026 Q1	$1.54M	Sell	30,890 -5,117	-14%	-$254K	0.07%	220
2025 Q4	$1.78M	Sell	36,007 -9,058	-20%	-$453K	0.08%	209
2025 Q3	$2.28M	Sell	45,065 -3,884	-8%	-$195K	0.11%	182
2025 Q2	$2.46M	Sell	48,949 -21,179	-30%	-$1.06M	0.13%	171
2025 Q1	$3.5M	Sell	70,128 -4,170	-6%	-$205K	0.21%	123
2024 Q4	$3.6M	Buy	74,298 +12,174	+20%	+$595K	0.21%	119
2024 Q3	$3.06M	Buy	62,124 +17,283	+39%	+$842K	0.19%	125
2024 Q2	$2.18M	Buy	+44,841	New	+$2.16M	0.14%	157
2024 Q1	–	Sell	-7,385	Closed	-$351K	–	509
2023 Q4	$351K	Sell	7,385 -4,676	-39%	-$222K	0.03%	368
2023 Q3	$570K	Sell	12,061 -11	-0.1%	-$520	0.05%	278
2023 Q2	$572K	Sell	12,072 -2,997	-20%	-$143K	0.05%	271
2023 Q1	$721K	Buy	15,069 +10,659	+242%	+$502K	0.06%	234
2022 Q4	$206K	Sell	4,410 -250,388	-98%	-$11.9M	0.02%	389
2022 Q3	$12.3M	Sell	254,798 -4,838	-2%	-$240K	1.27%	15
2022 Q2	$13M	Buy	259,636 +249,486	+2,458%	+$12.6M	1.17%	17
2022 Q1	$520K	Buy	10,150 +2,533	+33%	+$130K	0.04%	247
2021 Q4	$392K	Buy	+7,617	New	+$396K	0.03%	259

Other funds holding VTIP

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

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Visionary Wealth Advisors's VTIP Position: Q3 2026 in Review

Visionary Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q3 2026, buying an estimated $217K and bringing the position to 40,368 shares worth $1.99M. The position accounts for 0.08% of the portfolio, ranked #215.

Visionary Wealth Advisors first reported a position in VTIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $13M in Q2 2022. 568 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Visionary Wealth Advisors held 40,368 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.99M as of Q3 2026.
Visionary Wealth Advisors bought 4,369 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $217K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of Visionary Wealth Advisors's portfolio in Q3 2026, its #215 holding.
Visionary Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 19 quarters since.
Visionary Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13M in Q2 2022.
568 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.