SimpliFi Inc
VTIP icon

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
Q3 		$9.43M Buy
191,672
+2,710
+1% +$134K 3.85% 10
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 		$9.7M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Studio Investment Management
Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SimpliFi Inc's VTIP Position: Q3 2026 in Review

SimpliFi Inc increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.4% in Q3 2026, buying an estimated $134K and bringing the position to 191,672 shares worth $9.43M. The position accounts for 3.85% of the portfolio, ranked #10.

SimpliFi Inc first reported a position in VTIP in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.2M in Q1 2022. 670 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • SimpliFi Inc held 191,672 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.43M as of Q3 2026.
  • SimpliFi Inc bought 2,710 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $134K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.85% of SimpliFi Inc's portfolio in Q3 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 20 quarters since.
  • SimpliFi Inc's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $10.2M in Q1 2022.
  • 670 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on SimpliFi Inc's 13F filing for Q3 2026, filed 28 Oct 2026.