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 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 $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sequent Planning's VTIP Position: Q1 2026 in Review

Sequent Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q1 2026, buying an estimated $30K and bringing the position to 4,941 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #215.

Sequent Planning first reported a position in VTIP in Q3 2024 and has held it in 5 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Sequent Planning held 4,941 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $247K as of Q1 2026.
Sequent Planning bought 604 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $30K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.06% of Sequent Planning's portfolio in Q1 2026, its #215 holding.
Sequent Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and has held it in 5 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.