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 Q3	$25.2M	Buy	512,588 +6,557	+1%	+$325K	6.49%	4
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

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Fiduciary Planning's VTIP Position: Q3 2026 in Review

Fiduciary Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.3% in Q3 2026, buying an estimated $325K and bringing the position to 512,588 shares worth $25.2M. The position accounts for 6.49% of the portfolio, ranked #4.

Fiduciary Planning first reported a position in VTIP in Q4 2019 and has held it in 16 quarters since. The position peaked at $28.2M in Q1 2025. 107 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Fiduciary Planning held 512,588 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $25.2M as of Q3 2026.
Fiduciary Planning bought 6,557 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $325K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 6.49% of Fiduciary Planning's portfolio in Q3 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 16 quarters since.
Fiduciary Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $28.2M in Q1 2025.
107 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.