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

Brewster Financial Planning’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 Q2	$432K	Buy	8,601 +515	+6%	+$25.9K	0.24%	20
2026 Q1	$404K	Hold	8,086	–	–	0.24%	19
2025 Q4	$400K	Buy	8,086 +449	+6%	+$22.4K	0.25%	19
2025 Q3	$387K	Hold	7,637	–	–	0.24%	19
2025 Q2	$384K	Hold	7,637	–	–	0.26%	19
2025 Q1	$381K	Buy	+7,637	New	+$375K	0.28%	17
2024 Q4	–	Sell	-6,448	Closed	-$318K	–	27
2024 Q3	$318K	Buy	6,448 +411	+7%	+$20K	0.25%	17
2024 Q2	$293K	Hold	6,037	–	–	0.25%	16
2024 Q1	$289K	Buy	6,037 +168	+3%	+$8K	0.25%	15
2023 Q4	$279K	Hold	5,869	–	–	0.25%	15
2023 Q3	$277K	Buy	5,869 +275	+5%	+$13K	0.28%	15
2023 Q2	$265K	Hold	5,594	–	–	0.26%	15
2023 Q1	$268K	Buy	5,594 +196	+4%	+$9.23K	0.27%	11
2022 Q4	$252K	Hold	5,398	–	–	0.27%	11
2022 Q3	$260K	Hold	5,398	–	–	0.3%	11
2022 Q2	$271K	Hold	5,398	–	–	0.3%	11
2022 Q1	$276K	Hold	5,398	–	–	0.27%	11
2021 Q4	$277K	Buy	+5,398	New	+$281K	0.25%	11

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Brewster Financial Planning's VTIP Position: Q2 2026 in Review

Brewster Financial Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.4% in Q2 2026, buying an estimated $25.9K and bringing the position to 8,601 shares worth $432K. The position accounts for 0.24% of the portfolio, ranked #20.

Brewster Financial Planning first reported a position in VTIP in Q4 2021 and has held it in 18 quarters since. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Brewster Financial Planning held 8,601 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $432K as of Q2 2026.
Brewster Financial Planning bought 515 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $25.9K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.24% of Brewster Financial Planning's portfolio in Q2 2026, its #20 holding.
Brewster Financial Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 18 quarters since.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.