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

Sequent 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	$291K	Buy	5,784 +843	+17%	+$42.4K	0.06%	223
2026 Q1	$247K	Buy	4,941 +604	+14%	+$30K	0.06%	215
2025 Q4	$215K	Sell	4,337 -319	-7%	-$15.9K	0.05%	217
2025 Q3	$236K	Sell	4,656 -167	-3%	-$8.4K	0.07%	182
2025 Q2	$242K	Buy	+4,823	New	+$241K	0.08%	140
2024 Q4	–	Sell	-4,286	Closed	-$211K	–	155
2024 Q3	$211K	Buy	+4,286	New	+$209K	0.07%	141

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

Sequent Planning's VTIP Position: Q2 2026 in Review

Sequent Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 17% in Q2 2026, buying an estimated $42.4K and bringing the position to 5,784 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #223.

Sequent Planning first reported a position in VTIP in Q3 2024 and has held it in 6 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Sequent Planning held 5,784 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $291K as of Q2 2026.
Sequent Planning bought 843 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $42.4K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.06% of Sequent Planning's portfolio in Q2 2026, its #223 holding.
Sequent Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and has held it in 6 quarters since.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.