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

Fiduciary 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	$25.4M	Sell	506,031 -53	-0%	-$2.66K	6.65%	4
2026 Q1	$25.3M	Buy	506,084 +3,585	+0.7%	+$178K	7.63%	3
2025 Q4	$24.9M	Buy	502,499 +6,300	+1%	+$315K	7.54%	3
2025 Q3	$25.1M	Sell	496,199 -5,774	-1%	-$291K	7.68%	3
2025 Q2	$25.2M	Sell	501,973 -62,826	-11%	-$3.14M	8.35%	3
2025 Q1	$28.2M	Buy	564,799 +12,922	+2%	+$634K	9.29%	3
2024 Q4	$26.7M	Buy	551,877 +16,724	+3%	+$817K	8.68%	3
2024 Q3	$26.4M	Buy	535,153 +16,144	+3%	+$786K	8.96%	3
2024 Q2	$25.2M	Buy	519,009 +22,147	+4%	+$1.07M	9.01%	3
2024 Q1	$23.8M	Buy	496,862 +23,192	+5%	+$1.1M	9%	5
2023 Q4	$22.5M	Buy	+473,670	New	+$22.4M	9.57%	6
2021 Q2	–	Sell	-26	Closed	-$1K	–	267
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	259
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	235
2020 Q3	$1K	Buy	+26	New	+$1.32K	﹤0.01%	192
2020 Q1	–	Sell	-10,037	Closed	-$496K	–	74
2019 Q4	$496K	Buy	+10,037	New	+$494K	0.46%	35

Other funds holding VTIP

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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

Fiduciary Planning's VTIP Position: Q2 2026 in Review

Fiduciary Planning reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.01% in Q2 2026, selling an estimated $2.66K and leaving 506,031 shares worth $25.4M. The position accounts for 6.65% of the portfolio, ranked #4.

Fiduciary Planning first reported a position in VTIP in Q4 2019 and has held it in 15 quarters since. The position peaked at $28.2M in Q1 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Fiduciary Planning held 506,031 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $25.4M as of Q2 2026.
Fiduciary Planning sold 53 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2.66K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 6.65% of Fiduciary Planning's portfolio in Q2 2026, its #4 holding.
Fiduciary Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 15 quarters since.
Fiduciary Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $28.2M in Q1 2025.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.