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

Peak Retirement 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	$332K	Sell	6,607 -1,074	-14%	-$54K	0.05%	134
2026 Q1	$384K	Sell	7,681 -886	-10%	-$44.1K	0.08%	110
2025 Q4	$424K	Buy	8,567 +520	+6%	+$26K	0.1%	103
2025 Q3	$407K	Buy	8,047 +2,239	+39%	+$113K	0.11%	101
2025 Q2	$292K	Buy	5,808 +50	+0.9%	+$2.5K	0.12%	102
2025 Q1	$287K	Buy	5,758 +1,287	+29%	+$63.2K	0.16%	98
2024 Q4	$216K	Buy	+4,471	New	+$218K	0.15%	95

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

Peak Retirement Planning's VTIP Position: Q2 2026 in Review

Peak Retirement Planning reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q2 2026, selling an estimated $54K and leaving 6,607 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #134.

Peak Retirement Planning first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q4 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Peak Retirement Planning held 6,607 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $332K as of Q2 2026.
Peak Retirement Planning sold 1,074 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $54K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of Peak Retirement Planning's portfolio in Q2 2026, its #134 holding.
Peak Retirement Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
Peak Retirement Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $424K in Q4 2025.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.