TrueWealth Financial Partners VTIP holdings history
VANGUARD SHORT-TERM TIPS · CUSIP 922020805 · CIK 1908108
As of 2026-06-30, TrueWealth Financial Partners reported 160.08K VTIP (shares), valued at $8.04M, or 3.32% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 1.14%; reported value decreased 0.59%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.32% | 160,076 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 3.22% | 161,930 | SEC filing ↗Filed May 20, 2026 |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | 3.78% | 146,211 | SEC filing ↗Filed Nov 21, 2025 |
| Q2 2025 | 5.05% | 182,092 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 5.55% | 184,155 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 5.55% | 184,624 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 5.48% | 184,773 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 5.00% | 159,491 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 4.88% | 145,315 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 5.10% | 141,473 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 5.46% | 140,402 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.46% | 140,402 | $6.64M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 5.10% | 141,473 | $6.72M | Shares increased 0.76%; reported value increased 1.21%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 4.88% | 145,315 | $6.96M | Shares increased 2.72%; reported value increased 3.58%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 5.00% | 159,491 | $7.74M | Shares increased 9.76%; reported value increased 11.25%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 5.48% | 184,773 | $9.11M | Shares increased 15.85%; reported value increased 17.69%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 5.55% | 184,624 | $8.94M | Shares decreased 0.08%; reported value decreased 1.88%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 5.55% | 184,155 | $9.19M | Shares decreased 0.25%; reported value increased 2.79%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 5.05% | 182,092 | $9.15M | Shares decreased 1.12%; reported value decreased 0.39%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 3.78% | 146,211 | $7.40M | Shares decreased 19.70%; reported value decreased 19.13%, and weight changed -1.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 21, 2025 |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | 3.22% | 161,930 | $8.09M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 20, 2026 |
| Q2 2026 | 3.32% | 160,076 | $8.04M | Shares decreased 1.14%; reported value decreased 0.59%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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