Oath Planning’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Oath Planning’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	$462K	Sell	9,200 -133	-1%	-$6.68K	0.34%	38
2026 Q1	$466K	Sell	9,333 -299	-3%	-$14.9K	0.41%	36
2025 Q4	$476K	Buy	+9,632	New	+$482K	0.47%	35

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

Oath Planning's VTIP Position: Q2 2026 in Review

Oath Planning reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.4% in Q2 2026, selling an estimated $6.68K and leaving 9,200 shares worth $462K. The position accounts for 0.34% of the portfolio, ranked #38.

Oath Planning first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $476K in Q4 2025. 947 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Oath Planning held 9,200 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $462K as of Q2 2026.
Oath Planning sold 133 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $6.68K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.34% of Oath Planning's portfolio in Q2 2026, its #38 holding.
Oath Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
Oath Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $476K in Q4 2025.
947 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.