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 Q3	$3.27M	Buy	66,425 +1,803	+3%	+$89.4K	2.13%	14
2026 Q2	$3.25M	Sell	64,622 -82,132	-56%	-$4.13M	2.16%	17
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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Spartan Planning & Wealth Management's VTIP Position: Q3 2026 in Review

Spartan Planning & Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.8% in Q3 2026, buying an estimated $89.4K and bringing the position to 66,425 shares worth $3.27M. The position accounts for 2.13% of the portfolio, ranked #14.

Spartan Planning & Wealth Management first reported a position in VTIP in Q1 2022 and has held it in 5 quarters since. The position peaked at $7.33M in Q1 2026. 270 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Spartan Planning & Wealth Management held 66,425 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.27M as of Q3 2026.
Spartan Planning & Wealth Management bought 1,803 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $89.4K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.13% of Spartan Planning & Wealth Management's portfolio in Q3 2026, its #14 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 5 quarters since.
Spartan Planning & Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.33M in Q1 2026.
270 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.