Spartan Planning & Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Spartan Planning & Wealth Management’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	$7.33M	Buy	+146,754	New	+$7.3M	5.42%	6
2025 Q2	–	Sell	-31,770	Closed	-$1.59M	–	87
2025 Q1	$1.59M	Buy	+31,770	New	+$1.56M	1.54%	17
2022 Q2	–	Sell	-145	Closed	-$7K	–	158
2022 Q1	$7K	Buy	+145	New	+$7.44K	0.01%	117

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

Spartan Planning & Wealth Management's VTIP Position: Q1 2026 in Review

Spartan Planning & Wealth Management opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026: 146,754 shares worth $7.33M. The stake represents 5.42% of the portfolio and ranks #6 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in VTIP as recently as Q1 2025.

Spartan Planning & Wealth Management first reported a position in VTIP in Q1 2022 and has held it in 3 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Spartan Planning & Wealth Management held 146,754 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.33M as of Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Spartan Planning & Wealth Management position in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 5.42% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #6 holding.
Spartan Planning & Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 3 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.