SOFI WEALTH, LLC VTIP holdings history
VANGUARD SHORT-TERM TIPS · CUSIP 922020805 · CIK 1925582
As of 2026-06-30, SOFI WEALTH, LLC reported 18 VTIP (shares), valued at $919.00, or 0.00% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 30.77%; reported value decreased 30.11%, and weight changed +0.00 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 | 0.00% | 18 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.00% | 26 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 0.00% | 55 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 0.00% | 50 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 0.00% | 70 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 0.00% | 83 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 0.71% | 214,581 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 0.71% | 196,342 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 0.72% | 176,122 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 0.71% | 158,503 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 0.74% | 144,598 | SEC filing ↗Filed Jan 24, 2024 |
| Q3 2023 | 0.80% | 138,285 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.80% | 138,285 | $6.54M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 0.74% | 144,598 | $6.87M | Shares increased 4.57%; reported value increased 5.03%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 0.71% | 158,503 | $7.59M | Shares increased 9.62%; reported value increased 10.54%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 0.72% | 176,122 | $8.55M | Shares increased 11.12%; reported value increased 12.62%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 0.71% | 196,342 | $9.68M | Shares increased 11.48%; reported value increased 13.25%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 0.71% | 214,581 | $10.39M | Shares increased 9.29%; reported value increased 7.32%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 0.00% | 83 | $4.12K | Shares decreased 99.96%; reported value decreased 99.96%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 0.00% | 70 | $3.54K | Shares decreased 15.66%; reported value decreased 14.10%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 0.00% | 50 | $2.51K | Shares decreased 28.57%; reported value decreased 29.09%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 0.00% | 55 | $2.73K | Shares increased 10.00%; reported value increased 8.68%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 0.00% | 26 | $1.31K | Shares decreased 52.73%; reported value decreased 51.81%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 0.00% | 18 | $919.00 | Shares decreased 30.77%; reported value decreased 30.11%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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