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

Creative 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 Q1	$11.6M	Sell	232,271 -1,514	-0.6%	-$75.3K	0.01%	627
2025 Q4	$11.6M	Sell	233,785 -35,949	-13%	-$1.8M	0.01%	561
2025 Q3	$13.7M	Sell	269,734 -111,120	-29%	-$5.59M	0.01%	468
2025 Q2	$19.1M	Buy	380,854 +10,630	+3%	+$531K	0.02%	346
2025 Q1	$18.5M	Sell	370,224 -2,409	-0.6%	-$118K	0.02%	347
2024 Q4	$18M	Sell	372,633 -25,751	-6%	-$1.26M	0.02%	315
2024 Q3	$19.6M	Sell	398,384 -24,044	-6%	-$1.17M	0.02%	290
2024 Q2	$20.5M	Buy	422,428 +123,450	+41%	+$5.94M	0.02%	265
2024 Q1	$14.3M	Sell	298,978 -50,515	-14%	-$2.4M	0.02%	320
2023 Q4	$16.6M	Sell	349,493 -69,259	-17%	-$3.28M	0.03%	278
2023 Q3	$19.8M	Sell	418,752 -94,333	-18%	-$4.46M	0.03%	238
2023 Q2	$24.3M	Sell	513,085 -75,393	-13%	-$3.59M	0.03%	194
2023 Q1	$28.1M	Sell	588,478 -47,253	-7%	-$2.22M	0.04%	176
2022 Q4	$29.7M	Buy	635,731 +184,401	+41%	+$8.79M	0.04%	160
2022 Q3	$21.7M	Sell	451,330 -144,912	-24%	-$7.18M	0.04%	179
2022 Q2	$29.9M	Buy	596,242 +116,532	+24%	+$5.89M	0.05%	147
2022 Q1	$24.6M	Buy	479,710 +26,305	+6%	+$1.35M	0.04%	178
2021 Q4	$23.3M	Sell	453,405 -91,211	-17%	-$4.75M	0.04%	166
2021 Q3	$28.6M	Buy	544,616 +68,593	+14%	+$3.6M	0.05%	142
2021 Q2	$24.9M	Sell	476,023 -1,052	-0.2%	-$54.8K	0.04%	155
2021 Q1	$24.6M	Sell	477,075 -12,945	-3%	-$666K	0.05%	148
2020 Q4	$25M	Buy	490,020 +23,731	+5%	+$1.21M	0.06%	138
2020 Q3	$23.8M	Buy	466,289 +25,795	+6%	+$1.31M	0.06%	120
2020 Q2	$22.1M	Sell	440,494 -81,324	-16%	-$4.04M	0.06%	111
2020 Q1	$25.4M	Sell	521,818 -371,157	-42%	-$18.2M	0.09%	92
2019 Q4	$44M	Sell	892,975 -19,290	-2%	-$950K	0.13%	70
2019 Q3	$44.7M	Sell	912,265 -20,440	-2%	-$1.01M	0.15%	65
2019 Q2	$46M	Buy	932,705 +926,349	+14,574%	+$45.4M	0.15%	63
2019 Q1	$309K	Sell	6,356 -3,687	-37%	-$178K	﹤0.01%	1317
2018 Q4	$481K	Buy	10,043 +1,111	+12%	+$53.5K	﹤0.01%	983
2018 Q3	$432K	Sell	8,932 -10,942	-55%	-$534K	﹤0.01%	1177
2018 Q2	$971K	Sell	19,874 -4,904	-20%	-$240K	﹤0.01%	762
2018 Q1	$1.21M	Buy	24,778 +765	+3%	+$37.3K	﹤0.01%	638
2017 Q4	$1.17M	Sell	24,013 -1,312	-5%	-$64.9K	0.01%	646
2017 Q3	$1.25M	Buy	25,325 +5,463	+28%	+$270K	0.01%	618
2017 Q2	$978K	Sell	19,862 -394	-2%	-$19.5K	0.01%	705
2017 Q1	$1M	Buy	20,256 +8,192	+68%	+$404K	0.01%	674
2016 Q4	$593K	Buy	12,064 +1,629	+16%	+$80.5K	﹤0.01%	849
2016 Q3	$518K	Buy	10,435 +10,274	+6,381%	+$508K	﹤0.01%	875
2016 Q2	$8K	Sell	161 -65	-29%	-$3.19K	﹤0.01%	3404
2016 Q1	$11K	Buy	226 +65	+40%	+$3.15K	﹤0.01%	3184
2015 Q4	$8K	Buy	+161	New	+$7.78K	﹤0.01%	3442
2014 Q4	–	Sell	-199	Closed	-$10K	–	4370
2014 Q3	$10K	Buy	+199	New	+$9.92K	﹤0.01%	2952

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Creative Planning's VTIP Position: Q1 2026 in Review

Creative Planning reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.65% in Q1 2026, selling an estimated $75.3K and leaving 232,271 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #627.

Creative Planning first reported a position in VTIP in Q3 2014 and has held it in 43 quarters since. The position peaked at $46M in Q2 2019. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Creative Planning held 232,271 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.6M as of Q1 2026.
Creative Planning sold 1,514 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $75.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Creative Planning's portfolio in Q1 2026, its #627 holding.
Creative Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2014 and has held it in 43 quarters since.
Creative Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $46M in Q2 2019.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.