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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
Q3 		$11.1M Buy
226,261
+6,043
+3% +$300K 8.67% 5
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

MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Frisco Financial Planning's VTIP Position: Q3 2026 in Review

Frisco Financial Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.7% in Q3 2026, buying an estimated $300K and bringing the position to 226,261 shares worth $11.1M. The position accounts for 8.67% of the portfolio, ranked #5.

Frisco Financial Planning first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.4M in Q2 2025. 9 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • Frisco Financial Planning held 226,261 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.1M as of Q3 2026.
  • Frisco Financial Planning bought 6,043 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $300K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 8.67% of Frisco Financial Planning's portfolio in Q3 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 8 quarters since.
  • Frisco Financial Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.4M in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.