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

Lakeshore 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	$237K	Buy	4,713 +3	+0.1%	+$151	0.08%	81
2026 Q1	$235K	Sell	4,710 -4	-0.1%	-$199	0.09%	70
2025 Q4	$233K	Sell	4,714 -77	-2%	-$3.85K	0.08%	72
2025 Q3	$243K	Buy	4,791 +24	+0.5%	+$1.21K	0.09%	71
2025 Q2	$240K	Buy	4,767 +8	+0.2%	+$399	0.1%	67
2025 Q1	$238K	Hold	4,759	–	–	0.1%	64
2024 Q4	$231K	Sell	4,759 -275	-5%	-$13.4K	0.1%	64
2024 Q3	$248K	Buy	5,034 +29	+0.6%	+$1.41K	0.11%	60
2024 Q2	$243K	Buy	5,005 +2	+0%	+$96	0.12%	54
2024 Q1	$240K	Sell	5,003 -1	-0%	-$48	0.12%	55
2023 Q4	$238K	Buy	5,004 +64	+1%	+$3.03K	0.13%	49
2023 Q3	$234K	Buy	+4,940	New	+$233K	0.13%	53

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

Garde Capital Seattle, Washington $2.23B AUM 16.29% 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

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

Lakeshore Financial Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.06% in Q2 2026, buying an estimated $151 and bringing the position to 4,713 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #81.

Lakeshore Financial Planning first reported a position in VTIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $248K in Q3 2024. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Lakeshore Financial Planning held 4,713 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $237K as of Q2 2026.
Lakeshore Financial Planning bought 3 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $151.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of Lakeshore Financial Planning's portfolio in Q2 2026, its #81 holding.
Lakeshore Financial Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $248K in Q3 2024.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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