Lutz Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.65M | Sell |
72,601
-3,019
| -4% | -$152K | 0.22% | 49 |
|
|
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 | $9.9M | 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 | $9.8M | 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 | $9.6M | 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
Lutz Financial Services's VTIP Position: Q2 2026 in Review
Lutz Financial Services reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4% in Q2 2026, selling an estimated $152K and leaving 72,601 shares worth $3.65M. The position accounts for 0.22% of the portfolio, ranked #49.
Lutz Financial Services first reported a position in VTIP in Q4 2017 and has held it in 35 quarters since. The position peaked at $25.6M in Q1 2019. 956 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.
- Lutz Financial Services held 72,601 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.65M as of Q2 2026.
- Lutz Financial Services sold 3,019 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $152K.
- Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.22% of Lutz Financial Services's portfolio in Q2 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 35 quarters since.
- Lutz Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $25.6M in Q1 2019.
- 956 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.
Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.