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

Cornerstone Planning Group’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 		$64.7K Buy
1,303
+116
+10% +$5.83K 0.01% 342
2026
Q1 		$59.8K Buy
1,187
+1,066
+881% +$53K 0.01% 361
2025
Q4 		$5.98K Sell
121
-383
-76% -$19.1K ﹤0.01% 932
2025
Q3 		$104K Buy
504
+387
+331% +$19.5K 0.02% 207
2025
Q2 		$5.89K Sell
117
-145
-55% -$7.24K ﹤0.01% 686
2025
Q1 		$13.1K Buy
262
+146
+126% +$7.17K ﹤0.01% 499
2024
Q4 		$5.66K Sell
116
-12
-9% -$586 ﹤0.01% 552
2024
Q3 		$6.25K Hold
128
– – ﹤0.01% 525
2024
Q2 		$6.19K Sell
128
-57
-31% -$2.74K ﹤0.01% 530
2024
Q1 		$8.88K Sell
185
-203
-52% -$9.66K ﹤0.01% 429
2023
Q4 		$18.4K Sell
388
-77
-17% -$3.65K 0.01% 328
2023
Q3 		$22K Sell
465
-335
-42% -$15.8K 0.01% 297
2023
Q2 		$37.9K Buy
+800
New +$38.1K 0.02% 293
2022
Q4 		$95.3K Buy
+2,023
New +$96.4K 0.04% 162

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Cornerstone Planning Group's VTIP Position: Q2 2026 in Review

Cornerstone Planning Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 9.8% in Q2 2026, buying an estimated $5.83K and bringing the position to 1,303 shares worth $64.7K. The position accounts for 0.01% of the portfolio, ranked #342.

Cornerstone Planning Group first reported a position in VTIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $104K in Q3 2025. 705 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Cornerstone Planning Group held 1,303 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $64.7K as of Q2 2026.
  • Cornerstone Planning Group bought 116 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $5.83K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #342 holding.
  • Cornerstone Planning Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $104K in Q3 2025.
  • 705 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.