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 Q3	$462K	Buy	9,385 +750	+9%	+$37.2K	0.15%	34
2026 Q2	$434K	Buy	8,635 +2,998	+53%	+$151K	0.15%	34
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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 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

Wrenne Financial Planning's VTIP Position: Q3 2026 in Review

Wrenne Financial Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8.7% in Q3 2026, buying an estimated $37.2K and bringing the position to 9,385 shares worth $462K. The position accounts for 0.15% of the portfolio, ranked #34.

Wrenne Financial Planning first reported a position in VTIP in Q2 2024 and has held it in 10 quarters since. The position peaked at $817K in Q3 2024. 428 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Wrenne Financial Planning held 9,385 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $462K as of Q3 2026.
Wrenne Financial Planning bought 750 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $37.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.15% of Wrenne Financial Planning's portfolio in Q3 2026, its #34 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 10 quarters since.
Wrenne Financial Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $817K in Q3 2024.
428 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Wrenne Financial Planning's 13F filing for Q3 2026, filed 30 Oct 2026.