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

Financial Life Planners’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	–	Sell	-4	Closed	-$212	–	365
2026 Q1	$212	Buy	+4	New	+$199	﹤0.01%	342
2025 Q4	–	Sell	-4	Closed	-$209	–	327
2025 Q3	$209	Buy	+4	New	+$201	﹤0.01%	337
2025 Q1	–	Sell	-4	Closed	-$197	–	381
2024 Q4	$197	Buy	+4	New	+$195	﹤0.01%	383

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Financial Life Planners's VTIP Position: Q2 2026 in Review

Financial Life Planners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 4 shares — an estimated $212 sold.

Financial Life Planners first reported a position in VTIP in Q4 2024 and held it in 3 quarters. The position peaked at $212 in Q1 2026. 469 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Financial Life Planners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
Financial Life Planners sold 4 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $212.
Financial Life Planners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and held it in 3 quarters.
Financial Life Planners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $212 in Q1 2026.
469 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.