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 Q2	$456K	Buy	9,078 +263	+3%	+$13.2K	0.16%	99
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 $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

LifePlan Investment Advisors's VTIP Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3% in Q2 2026, buying an estimated $13.2K and bringing the position to 9,078 shares worth $456K. The position accounts for 0.16% of the portfolio, ranked #99.

LifePlan Investment Advisors first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. 951 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

LifePlan Investment Advisors held 9,078 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $456K as of Q2 2026.
LifePlan Investment Advisors bought 263 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $13.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.16% of LifePlan Investment Advisors's portfolio in Q2 2026, its #99 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 5 quarters since.
951 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.