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

Wrenne Financial 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
2026 Q1	$282K	Buy	5,637 +423	+8%	+$21K	0.11%	41
2025 Q4	$258K	Buy	5,214 +1,219	+31%	+$61K	0.1%	42
2025 Q3	$202K	Sell	3,995 -12,053	-75%	-$607K	0.09%	49
2025 Q2	$807K	Buy	16,048 +24	+0.1%	+$1.2K	0.38%	25
2025 Q1	$800K	Buy	16,024 +62	+0.4%	+$3.04K	0.42%	24
2024 Q4	$773K	Sell	15,962 -603	-4%	-$29.5K	0.44%	23
2024 Q3	$817K	Buy	16,565 +5,384	+48%	+$262K	0.49%	23
2024 Q2	$543K	Buy	+11,181	New	+$538K	0.37%	23

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

Wrenne Financial Planning's VTIP Position: Q1 2026 in Review

Wrenne Financial Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8.1% in Q1 2026, buying an estimated $21K and bringing the position to 5,637 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #41.

Wrenne Financial Planning first reported a position in VTIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $817K in Q3 2024. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Wrenne Financial Planning held 5,637 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $282K as of Q1 2026.
Wrenne Financial Planning bought 423 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $21K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.11% of Wrenne Financial Planning's portfolio in Q1 2026, its #41 holding.
Wrenne Financial Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 8 quarters since.
Wrenne Financial Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $817K in Q3 2024.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.