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

Prosperity 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	–	Hold	0	–	–	–	4
2026 Q1	–	Hold	0	–	–	–	5
2025 Q4	–	Hold	0	–	–	–	6
2025 Q3	–	Hold	0	–	–	–	6
2025 Q2	–	Hold	0	–	–	–	5
2025 Q1	–	Hold	0	–	–	–	5
2024 Q4	–	Hold	0	–	–	–	5
2024 Q3	–	Sell	-260,115	Closed	-$12.7M	–	6
2024 Q2	$12.6M	Buy	+260,115	New	+$12.5M	4.32%	6
2024 Q1	–	Hold	0	–	–	–	8
2023 Q4	–	Hold	0	–	–	–	8
2023 Q3	–	Hold	0	–	–	–	7
2023 Q2	–	Hold	0	–	–	–	7
2023 Q1	–	Sell	-184,808	Closed	-$8.7M	–	6
2022 Q4	$8.28M	Hold	184,808	–	–	4.09%	8
2022 Q3	$8.89M	Buy	184,808 +15,973	+9%	+$791K	4.64%	5
2022 Q2	$9.66M	Hold	168,835	–	–	4.94%	5
2022 Q1	$9.34M	Hold	168,835	–	–	4.57%	6
2021 Q4	$8.68M	Buy	168,835 +14,746	+10%	+$767K	4.4%	6
2021 Q3	$8.1M	Buy	154,089 +3,629	+2%	+$190K	4.42%	6
2021 Q2	$7.89M	Buy	+150,460	New	+$7.84M	4.89%	5
2021 Q1	–	Hold	0	–	–	–	3
2020 Q4	–	Hold	0	–	–	–	4

Other funds holding VTIP

EWM

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Prosperity Planning's VTIP Position: Q2 2026 in Review

Prosperity Planning held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 0 shares worth $19.3M. The position accounts for 4.42% of the portfolio, ranked #4.

Prosperity Planning first reported a position in VTIP in Q2 2021 and has held it in 8 quarters since. The position peaked at $12.6M in Q2 2024. 172 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Prosperity Planning held 0 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $19.3M as of Q2 2026.
Prosperity Planning left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.42% of Prosperity Planning's portfolio in Q2 2026, its #4 holding.
Prosperity Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 8 quarters since.
Prosperity Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $12.6M in Q2 2024.
172 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.