Cassady Wealth & Retirement Planning’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Cassady Wealth & Retirement 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	$915K	Buy	18,214 +660	+4%	+$33.2K	0.43%	49
2026 Q1	$884K	Sell	17,554 -10,526	-37%	-$523K	0.46%	50
2025 Q4	$1.39M	Buy	+28,080	New	+$1.4M	0.91%	37

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

Cassady Wealth & Retirement Planning's VTIP Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.8% in Q2 2026, buying an estimated $33.2K and bringing the position to 18,214 shares worth $915K. The position accounts for 0.43% of the portfolio, ranked #49.

Cassady Wealth & Retirement Planning first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.39M in Q4 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Cassady Wealth & Retirement Planning held 18,214 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $915K as of Q2 2026.
Cassady Wealth & Retirement Planning bought 660 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $33.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.43% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #49 holding.
Cassady Wealth & Retirement Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
Cassady Wealth & Retirement Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.39M in Q4 2025.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.