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

Elser 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 Q1	–	Sell	-4,653	Closed	-$230K	–	140
2025 Q4	$230K	Hold	4,653	–	–	0.17%	77
2025 Q3	$233K	Hold	4,653	–	–	0.28%	63
2025 Q2	$234K	Sell	4,653 -19	-0.4%	-$949	0.29%	64
2025 Q1	$233K	Hold	4,672	–	–	0.32%	59
2024 Q4	$226K	Hold	4,672	–	–	0.01%	102
2024 Q3	$230K	Hold	4,672	–	–	0.33%	56
2024 Q2	$227K	Buy	+4,672	New	+$225K	0.04%	89

Other funds holding VTIP

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWM

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

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

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

Elser Financial Planning's VTIP Position: Q1 2026 in Review

Elser Financial Planning sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 4,653 shares — an estimated $230K sold.

Elser Financial Planning first reported a position in VTIP in Q2 2024 and held it in 7 quarters. The position peaked at $234K in Q2 2025. 916 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Elser Financial Planning reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
Elser Financial Planning sold 4,653 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $230K.
Elser Financial Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and held it in 7 quarters.
Elser Financial Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $234K in Q2 2025.
916 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Elser Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.