LFS
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Lutz Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Lutz Financial Services’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 		$3.78M Sell
75,620
-9,910
-12% -$493K 0.25% 49
2025
Q4 		$4.23M Sell
85,530
-19
-0% -$950 0.29% 49
2025
Q3 		$4.33M Sell
85,549
-389
-0.5% -$19.6K 0.31% 48
2025
Q2 		$4.32M Sell
85,938
-12,175
-12% -$608K 0.34% 48
2025
Q1 		$4.9M Sell
98,113
-7,222
-7% -$354K 0.4% 42
2024
Q4 		$5.1M Buy
105,335
+508
+0.5% +$24.8K 0.41% 42
2024
Q3 		$5.17M Sell
104,827
-2,268
-2% -$110K 0.42% 41
2024
Q2 		$5.2M Sell
107,095
-2,722
-2% -$131K 0.45% 40
2024
Q1 		$5.26M Buy
109,817
+4,721
+4% +$225K 0.46% 40
2023
Q4 		$4.99M Sell
105,096
-4,495
-4% -$213K 0.47% 40
2023
Q3 		$5.18M Buy
109,591
+1,834
+2% +$86.7K 0.56% 37
2023
Q2 		$5.11M Sell
107,757
-8,718
-7% -$416K 0.55% 39
2023
Q1 		$5.57M Buy
116,475
+1,074
+0.9% +$50.6K 0.64% 35
2022
Q4 		$5.39M Sell
115,401
-70,070
-38% -$3.34M 0.66% 36
2022
Q3 		$8.92M Sell
185,471
-54,687
-23% -$2.71M 1.22% 24
2022
Q2 		$12M Buy
240,158
+21,055
+10% +$1.07M 1.6% 20
2022
Q1 		$11.2M Buy
219,103
+5,277
+2% +$271K 1.38% 23
2021
Q4 		$11M Buy
213,826
+26,386
+14% +$1.37M 1.35% 25
2021
Q3 		$9.86M Sell
187,440
-7,055
-4% -$370K 1.28% 25
2021
Q2 		$10.2M Buy
194,495
+3,751
+2% +$195K 1.36% 23
2021
Q1 		$9.83M Buy
190,744
+8,091
+4% +$416K 1.45% 22
2020
Q4 		$9.33M Buy
182,653
+1,369
+0.8% +$69.7K 1.53% 21
2020
Q3 		$9.25M Sell
181,284
-10,959
-6% -$556K 1.78% 18
2020
Q2 		$9.64M Sell
192,243
-79,122
-29% -$3.93M 1.97% 15
2020
Q1 		$13.2M Sell
271,365
-115,319
-30% -$5.66M 2.94% 10
2019
Q4 		$19.1M Sell
386,684
-32,453
-8% -$1.6M 3.38% 8
2019
Q3 		$20.6M Sell
419,137
-71,432
-15% -$3.53M 3.94% 8
2019
Q2 		$24.2M Sell
490,569
-35,432
-7% -$1.74M 4.73% 7
2019
Q1 		$25.6M Buy
526,001
+14,064
+3% +$679K 5.22% 7
2018
Q4 		$24.5M Buy
511,937
+29,047
+6% +$1.4M 5.48% 7
2018
Q3 		$23.4M Buy
482,890
+120,304
+33% +$5.87M 5.16% 8
2018
Q2 		$17.7M Sell
362,586
-539
-0.1% -$26.4K 5.05% 10
2018
Q1 		$17.8M Buy
363,125
+22,305
+7% +$1.09M 5.24% 9
2017
Q4 		$16.6M Buy
+340,820
New +$16.9M 4.85% 9

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

Lutz Financial Services's VTIP Position: Q1 2026 in Review

Lutz Financial Services reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q1 2026, selling an estimated $493K and leaving 75,620 shares worth $3.78M. The position accounts for 0.25% of the portfolio, ranked #49.

Lutz Financial Services first reported a position in VTIP in Q4 2017 and has held it in 34 quarters since. The position peaked at $25.6M in Q1 2019. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Lutz Financial Services held 75,620 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.78M as of Q1 2026.
  • Lutz Financial Services sold 9,910 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $493K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.25% of Lutz Financial Services's portfolio in Q1 2026, its #49 holding.
  • Lutz Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 34 quarters since.
  • Lutz Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $25.6M in Q1 2019.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.