Planned Solutions’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Planned Solutions’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 Q4	–	Sell	-15	Closed	-$740	–	630
2024 Q3	$740	Buy	+15	New	+$730	﹤0.01%	598
2024 Q1	–	Sell	-15	Closed	-$712	–	545
2023 Q4	$712	Buy	+15	New	+$711	﹤0.01%	546
2020 Q4	–	Sell	-1,035	Closed	-$53K	–	471
2020 Q3	$53K	Buy	+1,035	New	+$52.5K	0.05%	144

Other funds holding VTIP

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

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

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

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Planned Solutions's VTIP Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 15 shares — an estimated $740 sold.

Planned Solutions first reported a position in VTIP in Q3 2020 and held it in 3 quarters. The position peaked at $53K in Q3 2020. 768 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Planned Solutions reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 15 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $740.
Planned Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and held it in 3 quarters.
Planned Solutions's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $53K in Q3 2020.
768 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.