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Retirement Planning Group (Kansas)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Retirement Planning Group (Kansas)’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
Q3 		$989K Hold
20,098
– – 0.02% 239
2026
Q2 		$1.01M Sell
20,098
-11,127
-36% -$559K 0.03% 233
2026
Q1 		$1.56M Sell
31,225
-8,418
-21% -$419K 0.05% 162
2025
Q4 		$1.96M Hold
39,643
– – 0.06% 120
2025
Q3 		$2.01M Hold
39,643
– – 0.07% 112
2025
Q2 		$1.99M Hold
39,643
– – 0.08% 89
2025
Q1 		$1.98M Sell
39,643
-303
-0.8% -$14.9K 0.09% 83
2024
Q4 		$1.93M Hold
39,946
– – 0.1% 81
2024
Q3 		$1.97M Sell
39,946
-3,682
-8% -$179K 0.11% 85
2024
Q2 		$2.12M Sell
43,628
-17,199
-28% -$827K 0.13% 72
2024
Q1 		$2.91M Buy
60,827
+36,248
+147% +$1.73M 0.22% 51
2023
Q4 		$1.17M Buy
+24,579
New +$1.16M 0.1% 69
2017
Q3 		– Sell
-4,372
Closed -$215K – 49
2017
Q2 		$215K Sell
4,372
-132,533
-97% -$6.55M 0.06% 48
2017
Q1 		$6.77M Sell
136,905
-2,068
-1% -$102K 2.06% 13
2016
Q4 		$6.83M Sell
138,973
-5,183
-4% -$256K 2.18% 13
2016
Q3 		$7.16M Sell
144,156
-2,633
-2% -$130K 2.31% 11
2016
Q2 		$7.26M Sell
146,789
-4,468
-3% -$220K 2.46% 10
2016
Q1 		$7.43M Sell
151,257
-8,776
-5% -$425K 2.63% 10
2015
Q4 		$7.74M Sell
160,033
-7,490
-4% -$362K 2.86% 9
2015
Q3 		$8.1M Sell
167,523
-15,187
-8% -$736K 3.56% 8
2015
Q2 		$8.89M Sell
182,710
-11,548
-6% -$562K 3.64% 8
2015
Q1 		$9.41M Sell
194,258
-25,166
-11% -$1.22M 3.75% 7
2014
Q4 		$10.6M Sell
219,424
-17,371
-7% -$854K 3.26% 10
2014
Q3 		$11.7M Buy
236,795
+27,560
+13% +$1.37M 3.65% 10
2014
Q2 		$10.5M Buy
209,235
+619
+0.3% +$30.8K 3.17% 10
2014
Q1 		$10.3M Buy
208,616
+7,517
+4% +$372K 3.32% 10
2013
Q4 		$9.9M Sell
201,099
-16,722
-8% -$827K 3.53% 9
2013
Q3 		$10.8M Buy
217,821
+22,187
+11% +$1.09M 3.9% 8
2013
Q2 		$9.6M Buy
+195,634
New +$9.7M 3.95% 10

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VTIP Position: Q3 2026 in Review

Retirement Planning Group (Kansas) held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2026 at 20,098 shares worth $989K. The position accounts for 0.02% of the portfolio, ranked #239.

Retirement Planning Group (Kansas) first reported a position in VTIP in Q2 2013 and has held it in 29 quarters since. The position peaked at $11.7M in Q3 2014. 883 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • Retirement Planning Group (Kansas) held 20,098 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $989K as of Q3 2026.
  • Retirement Planning Group (Kansas) left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q3 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q3 2026, its #239 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 29 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.7M in Q3 2014.
  • 883 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2026, filed 19 Oct 2026.