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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

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

Spartan Planning & Wealth Management's VTIP Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 56% in Q2 2026, selling an estimated $4.13M and leaving 64,622 shares worth $3.25M. The position accounts for 2.16% of the portfolio, ranked #17.

Spartan Planning & Wealth Management first reported a position in VTIP in Q1 2022 and has held it in 4 quarters since. The position peaked at $7.33M in Q1 2026. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Spartan Planning & Wealth Management held 64,622 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.25M as of Q2 2026.
Spartan Planning & Wealth Management sold 82,132 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $4.13M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.16% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #17 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 4 quarters since.
Spartan Planning & Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.33M in Q1 2026.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.