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

Total Wealth Planning’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
2025
Q4 		– Sell
-52,002
Closed -$2.63M – 107
2025
Q3 		$2.63M Sell
52,002
-2,145
-4% -$108K 0.3% 45
2025
Q2 		$2.72M Sell
54,147
-10,598
-16% -$529K 0.34% 42
2025
Q1 		$3.23M Sell
64,745
-3,405
-5% -$167K 0.49% 34
2024
Q4 		$3.3M Buy
68,150
+532
+0.8% +$26K 0.51% 33
2024
Q3 		$3.33M Sell
67,618
-5,317
-7% -$259K 0.52% 35
2024
Q2 		$3.53M Sell
72,935
-1,385
-2% -$66.6K 0.58% 34
2024
Q1 		$3.56M Sell
74,320
-2,913
-4% -$139K 0.61% 34
2023
Q4 		$3.67M Sell
77,233
-793
-1% -$37.6K 0.67% 33
2023
Q3 		$3.69M Sell
78,026
-1,623
-2% -$76.7K 0.75% 30
2023
Q2 		$3.78M Sell
79,649
-309
-0.4% -$14.7K 0.79% 29
2023
Q1 		$3.82M Sell
79,958
-5,498
-6% -$259K 0.84% 29
2022
Q4 		$3.99M Sell
85,456
-1,682
-2% -$80.1K 0.99% 25
2022
Q3 		$4.19M Sell
87,138
-24,966
-22% -$1.24M 1.19% 21
2022
Q2 		$5.62M Sell
112,104
-1,317
-1% -$66.6K 1.63% 17
2022
Q1 		$5.81M Buy
+113,421
New +$5.82M 1.57% 15

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Total Wealth Planning's VTIP Position: Q4 2025 in Review

Total Wealth Planning sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 52,002 shares — an estimated $2.63M sold.

Total Wealth Planning first reported a position in VTIP in Q1 2022 and held it in 15 quarters. The position peaked at $5.81M in Q1 2022. 891 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

  • Total Wealth Planning reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 52,002 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $2.63M.
  • Total Wealth Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 15 quarters.
  • Total Wealth Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.81M in Q1 2022.
  • 891 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.