LifePlan Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

LifePlan Investment Advisors’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	$440K	Buy	8,815 +1,528	+21%	+$76K	0.17%	91
2025 Q4	$360K	Buy	7,287 +1,132	+18%	+$56.6K	0.15%	91
2025 Q3	$312K	Buy	6,155 +1,346	+28%	+$67.7K	0.13%	92
2025 Q2	$242K	Buy	+4,809	New	+$240K	0.12%	99

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LifePlan Investment Advisors's VTIP Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 21% in Q1 2026, buying an estimated $76K and bringing the position to 8,815 shares worth $440K. The position accounts for 0.17% of the portfolio, ranked #91.

LifePlan Investment Advisors first reported a position in VTIP in Q2 2025 and has held it in 4 quarters since. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

LifePlan Investment Advisors held 8,815 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $440K as of Q1 2026.
LifePlan Investment Advisors bought 1,528 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $76K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.17% of LifePlan Investment Advisors's portfolio in Q1 2026, its #91 holding.
LifePlan Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 4 quarters since.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.