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

Essential 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 		$5.86M Sell
116,587
-526
-0.4% -$26.4K 1.65% 17
2026
Q1 		$5.85M Buy
117,113
+1,757
+2% +$87.4K 1.86% 14
2025
Q4 		$5.71M Sell
115,356
-4,145
-3% -$207K 1.82% 15
2025
Q3 		$6.05M Buy
119,501
+4,949
+4% +$249K 2.08% 10
2025
Q2 		$5.76M Buy
114,552
+2,431
+2% +$121K 2.14% 10
2025
Q1 		$5.59M Sell
112,121
-6,714,863
-98% -$330M 2.25% 9
2024
Q4 		$334M Buy
6,826,984
+6,721,533
+6,374% +$328M 2.17% 10
2024
Q3 		$5.2M Sell
105,451
-59
-0.1% -$2.87K 2.13% 10
2024
Q2 		$5.12M Buy
105,510
+1,370
+1% +$65.9K 2.25% 11
2024
Q1 		$4.95M Buy
104,140
+338
+0.3% +$16.1K 2.48% 10
2023
Q4 		$4.93M Sell
103,802
-4,456
-4% -$211K 2.49% 10
2023
Q3 		$5.12M Sell
108,258
-2,216
-2% -$105K 2.83% 8
2023
Q2 		$5.24M Sell
110,474
-200
-0.2% -$9.53K 2.99% 8
2023
Q1 		$5.27M Sell
110,674
-30,645
-22% -$1.44M 3.2% 7
2022
Q4 		$6.73M Buy
141,319
+134,156
+1,873% +$6.39M 5.16% 5
2022
Q3 		$344K Buy
+7,163
New +$355K 1.99% 13

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Essential Planning's VTIP Position: Q2 2026 in Review

Essential Planning reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.45% in Q2 2026, selling an estimated $26.4K and leaving 116,587 shares worth $5.86M. The position accounts for 1.65% of the portfolio, ranked #17.

Essential Planning first reported a position in VTIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $334M in Q4 2024. 949 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Essential Planning held 116,587 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $5.86M as of Q2 2026.
  • Essential Planning sold 526 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $26.4K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.65% of Essential Planning's portfolio in Q2 2026, its #17 holding.
  • Essential Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 16 quarters since.
  • Essential Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $334M in Q4 2024.
  • 949 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.