West Financial Advisors
VTIP icon

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

West Financial 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 		$24M Buy
+488,357
New +$24.2M 3.61% 10

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First Interstate Bank
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Accredited Investors
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Trust Company of Vermont
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West Financial Advisors's VTIP Position: Q3 2026 in Review

West Financial Advisors opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2026: 488,357 shares worth $24M. The stake represents 3.61% of the portfolio and ranks #10 among its holdings.

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

  • West Financial Advisors held 488,357 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $24M as of Q3 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new West Financial Advisors position in Q3 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.61% of West Financial Advisors's portfolio in Q3 2026, its #10 holding.
  • 532 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on West Financial Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.