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

Frisco Financial 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	$11.1M	Buy	220,218 +4,526	+2%	+$228K	8.34%	5
2026 Q1	$10.8M	Buy	215,692 +15,585	+8%	+$775K	8.89%	6
2025 Q4	$9.9M	Buy	200,107 +5,241	+3%	+$262K	8.27%	6
2025 Q3	$9.87M	Sell	194,866 -30,978	-14%	-$1.56M	8.42%	6
2025 Q2	$11.4M	Buy	225,844 +3,161	+1%	+$158K	10.33%	6
2025 Q1	$11.1M	Buy	222,683 +5,308	+2%	+$261K	10.77%	4
2024 Q4	$10.5M	Buy	+217,375	New	+$10.6M	10.4%	5

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

Frisco Financial Planning's VTIP Position: Q2 2026 in Review

Frisco Financial Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.1% in Q2 2026, buying an estimated $228K and bringing the position to 220,218 shares worth $11.1M. The position accounts for 8.34% of the portfolio, ranked #5.

Frisco Financial Planning first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4M in Q2 2025. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Frisco Financial Planning held 220,218 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.1M as of Q2 2026.
Frisco Financial Planning bought 4,526 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $228K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 8.34% of Frisco Financial Planning's portfolio in Q2 2026, its #5 holding.
Frisco Financial Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
Frisco Financial Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.4M in Q2 2025.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Frisco Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.