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

XY Planning Network’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	$9.47M	Buy	188,498 +30,784	+20%	+$1.55M	1.19%	23
2026 Q1	$7.87M	Buy	157,714 +14,614	+10%	+$727K	1.26%	18
2025 Q4	$7.08M	Buy	143,100 +60,124	+72%	+$3.01M	1.23%	17
2025 Q3	$4.17M	Hold	82,976	–	–	1.42%	19
2025 Q2	$4.17M	Buy	82,976 +34,620	+72%	+$1.73M	1.42%	19
2025 Q1	$2.41M	Buy	48,356 +11,476	+31%	+$563K	1.61%	16
2024 Q4	$1.79M	Buy	+36,880	New	+$1.8M	1.34%	25

Other funds holding VTIP

EWM

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

XY Planning Network's VTIP Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 20% in Q2 2026, buying an estimated $1.55M and bringing the position to 188,498 shares worth $9.47M. The position accounts for 1.19% of the portfolio, ranked #23.

XY Planning Network first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

XY Planning Network held 188,498 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.47M as of Q2 2026.
XY Planning Network bought 30,784 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.55M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.19% of XY Planning Network's portfolio in Q2 2026, its #23 holding.
XY Planning Network first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.