Simplicity Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Simplicity Wealth’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	$636K	Buy	12,652 +3,071	+32%	+$154K	0.02%	555
2026 Q1	$479K	Buy	9,581 +1,879	+24%	+$93.4K	0.03%	465
2025 Q4	$381K	Sell	7,702 -2,008	-21%	-$100K	0.02%	497
2025 Q3	$492K	Sell	9,710 -14,838	-60%	-$747K	0.03%	445
2025 Q2	$1.23M	Buy	24,548 +16,882	+220%	+$843K	0.05%	292
2025 Q1	$383K	Buy	+7,666	New	+$376K	0.03%	386
2024 Q3	–	Sell	-709,480	Closed	-$34.4M	–	1203
2024 Q2	$34.4M	Buy	709,480 +52,209	+8%	+$2.51M	0.78%	22
2024 Q1	$31.5M	Buy	+657,271	New	+$31.3M	0.75%	20
2022 Q4	–	Sell	-12,369	Closed	-$595K	–	93
2022 Q3	$595K	Sell	12,369 -67	-0.5%	-$3.32K	0.8%	41
2022 Q2	$623K	Buy	+12,436	New	+$629K	0.91%	35
2022 Q1	–	Sell	-6,475	Closed	-$333K	–	72
2021 Q4	$333K	Buy	+6,475	New	+$337K	0.18%	54

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

Simplicity Wealth's VTIP Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 32% in Q2 2026, buying an estimated $154K and bringing the position to 12,652 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #555.

Simplicity Wealth first reported a position in VTIP in Q4 2021 and has held it in 11 quarters since. The position peaked at $34.4M in Q2 2024. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Simplicity Wealth held 12,652 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $636K as of Q2 2026.
Simplicity Wealth bought 3,071 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $154K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #555 holding.
Simplicity Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 11 quarters since.
Simplicity Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $34.4M in Q2 2024.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.