FPI
VTIP icon

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

Financial Plan Inc’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 		$34M Buy
680,491
+88,107
+15% +$4.38M 3.64% 9
2025
Q4 		$29.3M Buy
+592,384
New +$29.6M 3.36% 9

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 $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T 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 $52B AUM 24.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Financial Plan Inc's VTIP Position: Q1 2026 in Review

Financial Plan Inc increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 15% in Q1 2026, buying an estimated $4.38M and bringing the position to 680,491 shares worth $34M. The position accounts for 3.64% of the portfolio, ranked #9.

Financial Plan Inc first reported a position in VTIP in Q4 2025 and has held it in 2 quarters since. 914 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Financial Plan Inc held 680,491 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $34M as of Q1 2026.
  • Financial Plan Inc bought 88,107 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $4.38M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.64% of Financial Plan Inc's portfolio in Q1 2026, its #9 holding.
  • Financial Plan Inc first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 914 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.