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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
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 $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Essential Planning's VTIP Position: Q1 2026 in Review

Essential Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.5% in Q1 2026, buying an estimated $87.4K and bringing the position to 117,113 shares worth $5.85M. The position accounts for 1.86% of the portfolio, ranked #14.

Essential Planning first reported a position in VTIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $334M in Q4 2024. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Essential Planning held 117,113 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $5.85M as of Q1 2026.
  • Essential Planning bought 1,757 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $87.4K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.86% of Essential Planning's portfolio in Q1 2026, its #14 holding.
  • Essential Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 15 quarters since.
  • Essential Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $334M in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.