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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
626
Monterey Private Wealth
California
$328K +$85.6K +1,692 +35%
PMA
627
Prudent Man Advisors
Illinois
$326K – – –
WT
628
Washington Trust
Rhode Island
$325K – – –
LFA
629
Lauterbach Financial Advisors
Texas
$325K +$328K +6,477 New
CCG
630
Cypress Capital Group
Florida
$324K -$16.9K -335 -5%
BCM
631
Brookstone Capital Management
Illinois
$320K +$65.8K +1,300 +25%
RBCM
632
Raub Brock Capital Management
California
$318K -$1.3M -25,671 -80%
MA
633
Montag & Associates
Georgia
$317K +$36.5K +722 +13%
FWM
634
Fingerlakes Wealth Management
New York
$312K +$3.04K +60 +1%
TI
635
Truepoint Inc
Ohio
$312K +$315K +6,233 New
FA
636
Faithward Advisors
Pennsylvania
$310K +$13.6K +268 +5%
BWM
637
Benchmark Wealth Management
Connecticut
$308K -$254K -5,017 -45%
JCM
638
Janney Capital Management
Pennsylvania
$308K -$2.73K -54 -0.9%
DC
639
Davenport & Co
Virginia
$305K -$20.2K -400 -6%
GTAM
640
Global Trust Asset Management
Florida
$303K +$556 +11 +0.2%
GIM
641
Guild Investment Management
California
$299K +$304K +6,000 New
TWA
642
TCI Wealth Advisors
Arizona
$294K -$107K -2,113 -26%
IAIM
643
International Assets Investment Management
Florida
$293K +$56.2K +1,111 +23%
AGA
644
Arkos Global Advisors
Texas
$292K +$295K +5,824 New
SIG
645
Sargent Investment Group
Maryland
$289K +$292K +5,769 New
AWA
646
Arkadios Wealth Advisors
Georgia
$286K +$405 +8 +0.1%
EW
647
Evoke Wealth
California
$286K +$288K +5,700 New
CA
648
Calton & Associates
Florida
$285K -$698K -13,797 -71%
TCM
649
Triumph Capital Management
Colorado
$284K -$7.18K -142 -2%
PW
650
Peninsula Wealth
California
$281K – – –
24 25
26
27 28