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 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 $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

Simplicity Wealth's VTIP Position: Q1 2026 in Review

Simplicity Wealth increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 24% in Q1 2026, buying an estimated $93.4K and bringing the position to 9,581 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #465.

Simplicity Wealth first reported a position in VTIP in Q4 2021 and has held it in 10 quarters since. The position peaked at $34.4M in Q2 2024. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Simplicity Wealth held 9,581 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $479K as of Q1 2026.
Simplicity Wealth bought 1,879 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $93.4K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #465 holding.
Simplicity Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 10 quarters since.
Simplicity Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $34.4M in Q2 2024.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.