SimpliFi Inc’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

SimpliFi Inc’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	$9.49M	Buy	188,962 +478	+0.3%	+$24K	3.75%	10
2026 Q1	$9.41M	Buy	188,484 +2,445	+1%	+$122K	3.95%	10
2025 Q4	$9.2M	Buy	186,039 +153,298	+468%	+$7.67M	3.89%	10
2025 Q3	$1.66M	Buy	32,741 +15,651	+92%	+$788K	0.71%	15
2025 Q2	$859K	Buy	17,090 +33	+0.2%	+$1.65K	0.38%	24
2025 Q1	$851K	Buy	17,057 +112	+0.7%	+$5.5K	0.39%	24
2024 Q4	$820K	Buy	16,945 +223	+1%	+$10.9K	0.38%	25
2024 Q3	$825K	Sell	16,722 -2,955	-15%	-$144K	0.37%	25
2024 Q2	$955K	Sell	19,677 -928	-5%	-$44.6K	0.44%	23
2024 Q1	$987K	Sell	20,605 -160,622	-89%	-$7.65M	0.45%	22
2023 Q4	$8.57M	Buy	181,227 +526	+0.3%	+$24.9K	4.22%	10
2023 Q3	$8.54M	Sell	180,701 -2,627	-1%	-$124K	4.21%	10
2023 Q2	$8.69M	Buy	183,328 +7,771	+4%	+$370K	4.11%	10
2023 Q1	$8.4M	Sell	175,557 -24,643	-12%	-$1.16M	4.13%	11
2022 Q4	$9.35M	Sell	200,200 -1,732	-0.9%	-$82.5K	4.88%	9
2022 Q3	$9.71M	Buy	201,932 +1,750	+0.9%	+$86.7K	5.03%	8
2022 Q2	$10M	Buy	200,182 +1,524	+0.8%	+$77.1K	4.95%	8
2022 Q1	$10.2M	Buy	198,658 +142,386	+253%	+$7.3M	4.62%	10
2021 Q4	$2.89M	Buy	+56,272	New	+$2.93M	1.26%	12

Other funds holding VTIP

EWM

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

SimpliFi Inc's VTIP Position: Q2 2026 in Review

SimpliFi Inc increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.25% in Q2 2026, buying an estimated $24K and bringing the position to 188,962 shares worth $9.49M. The position accounts for 3.75% of the portfolio, ranked #10.

SimpliFi Inc first reported a position in VTIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.2M in Q1 2022. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

SimpliFi Inc held 188,962 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.49M as of Q2 2026.
SimpliFi Inc bought 478 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $24K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.75% of SimpliFi Inc's portfolio in Q2 2026, its #10 holding.
SimpliFi Inc first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 19 quarters since.
SimpliFi Inc's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $10.2M in Q1 2022.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.