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

Larson Financial Group’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 		$890K Sell
17,818
-1,214
-6% -$60.4K 0.03% 343
2025
Q4 		$941K Sell
19,032
-785
-4% -$39.3K 0.03% 323
2025
Q3 		$1M Sell
19,817
-3,182
-14% -$160K 0.04% 308
2025
Q2 		$1.16M Sell
22,999
-43
-0.2% -$2.15K 0.05% 275
2025
Q1 		$1.15M Sell
23,042
-322
-1% -$15.8K 0.05% 247
2024
Q4 		$1.13M Sell
23,364
-2,272
-9% -$111K 0.06% 226
2024
Q3 		$1.26M Buy
25,636
+337
+1% +$16.4K 0.07% 207
2024
Q2 		$1.23M Sell
25,299
-6,848
-21% -$329K 0.08% 181
2024
Q1 		$1.54M Sell
32,147
-2,508
-7% -$119K 0.12% 147
2023
Q4 		$1.65M Buy
34,655
+3,177
+10% +$150K 0.14% 126
2023
Q3 		$1.49M Buy
31,478
+648
+2% +$30.6K 0.15% 132
2023
Q2 		$1.46M Buy
30,830
+247
+0.8% +$11.8K 0.15% 133
2023
Q1 		$1.46M Buy
30,583
+1,306
+4% +$61.5K 0.16% 129
2022
Q4 		$1.37M Sell
29,277
-123,170
-81% -$5.87M 0.16% 122
2022
Q3 		$7.33M Sell
152,447
-1,424
-0.9% -$70.5K 1.04% 21
2022
Q2 		$7.71M Sell
153,871
-4,136
-3% -$209K 1.33% 20
2022
Q1 		$8.09M Sell
158,007
-2,065
-1% -$106K 1.29% 20
2021
Q4 		$8.23M Buy
160,072
+20,134
+14% +$1.05M 1.31% 21
2021
Q3 		$7.36M Buy
139,938
+16,397
+13% +$860K 1.46% 21
2021
Q2 		$6.47M Buy
123,541
+23,016
+23% +$1.2M 1.5% 22
2021
Q1 		$5.18M Buy
100,525
+19,680
+24% +$1.01M 1.53% 19
2020
Q4 		$4.13M Buy
80,845
+8,542
+12% +$435K 1.41% 19
2020
Q3 		$3.69M Buy
72,303
+1,378
+2% +$69.9K 1.51% 18
2020
Q2 		$3.56M Buy
70,925
+41,212
+139% +$2.05M 1.69% 20
2020
Q1 		$1.45M Buy
29,713
+5,139
+21% +$252K 0.91% 26
2019
Q4 		$1.21M Buy
24,574
+3,655
+17% +$180K 0.7% 28
2019
Q3 		$1.03M Buy
20,919
+2,519
+14% +$124K 0.67% 29
2019
Q2 		$907K Buy
18,400
+236
+1% +$11.6K 0.67% 26
2019
Q1 		$884K Buy
18,164
+296
+2% +$14.3K 0.7% 28
2018
Q4 		$856K Buy
17,868
+236
+1% +$11.4K 0.79% 26
2018
Q3 		$853K Buy
17,632
+6,445
+58% +$315K 0.98% 24
2018
Q2 		$546K Sell
11,187
-5,042
-31% -$247K 0.63% 28
2018
Q1 		$794K Sell
16,229
-2,648
-14% -$129K 0.93% 24
2017
Q4 		$922K Buy
+18,877
New +$934K 0.77% 23

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Larson Financial Group's VTIP Position: Q1 2026 in Review

Larson Financial Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.4% in Q1 2026, selling an estimated $60.4K and leaving 17,818 shares worth $890K. The position accounts for 0.03% of the portfolio, ranked #343.

Larson Financial Group first reported a position in VTIP in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.23M in Q4 2021. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Larson Financial Group held 17,818 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $890K as of Q1 2026.
  • Larson Financial Group sold 1,214 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $60.4K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Larson Financial Group's portfolio in Q1 2026, its #343 holding.
  • Larson Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 34 quarters since.
  • Larson Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.23M in Q4 2021.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.