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

Partners in Financial 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
2024 Q3	–	Sell	-4,148	Closed	-$201K	–	110
2024 Q2	$201K	Buy	+4,148	New	+$199K	0.04%	104
2024 Q1	–	Sell	-7,073	Closed	-$336K	–	106
2023 Q4	$336K	Buy	7,073 +144	+2%	+$6.82K	0.08%	75
2023 Q3	$328K	Buy	6,929 +51	+0.7%	+$2.41K	0.08%	76
2023 Q2	$326K	Buy	6,878 +4	+0.1%	+$191	0.08%	73
2023 Q1	$329K	Hold	6,874	–	–	0.09%	71
2022 Q4	$321K	Buy	6,874 +161	+2%	+$7.67K	0.09%	70
2022 Q3	$320K	Sell	6,713 -83	-1%	-$4.11K	0.09%	69
2022 Q2	$336K	Buy	6,796 +90	+1%	+$4.55K	0.11%	70
2022 Q1	$340K	Buy	6,706 +270	+4%	+$13.8K	0.11%	65
2021 Q4	$327K	Buy	6,436 +223	+4%	+$11.6K	0.1%	68
2021 Q3	$327K	Buy	6,213 +57	+0.9%	+$2.99K	0.1%	68
2021 Q2	$323K	Buy	+6,156	New	+$321K	0.1%	66

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Partners in Financial Planning's VTIP Position: Q3 2024 in Review

Partners in Financial Planning sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 4,148 shares — an estimated $201K sold.

Partners in Financial Planning first reported a position in VTIP in Q2 2021 and held it in 12 quarters. The position peaked at $340K in Q1 2022. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Partners in Financial Planning reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Partners in Financial Planning sold 4,148 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $201K.
Partners in Financial Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 12 quarters.
Partners in Financial Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $340K in Q1 2022.
700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Partners in Financial Planning's 13F filing for Q3 2024, filed 26 Feb 2025.