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

Estate Planners 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
Q1 		– Sell
-52
Closed -$2.57K – 409
2025
Q4 		$2.57K Buy
+52
New +$2.6K ﹤0.01% 393

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Estate Planners Group's VTIP Position: Q1 2026 in Review

Estate Planners Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 52 shares — an estimated $2.57K sold.

Estate Planners Group first reported a position in VTIP in Q4 2025 and held it in 1 quarter. The position peaked at $2.57K in Q4 2025. 916 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Estate Planners Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 52 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $2.57K.
  • Estate Planners Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.57K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.