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 Q3	$9.8M	Buy	199,617 +11,119	+6%	+$551K	1.06%	27
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

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 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

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

XY Planning Network's VTIP Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.9% in Q3 2026, buying an estimated $551K and bringing the position to 199,617 shares worth $9.8M. The position accounts for 1.06% of the portfolio, ranked #27.

XY Planning Network first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. 291 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

XY Planning Network held 199,617 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.8M as of Q3 2026.
XY Planning Network bought 11,119 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $551K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.06% of XY Planning Network's portfolio in Q3 2026, its #27 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 8 quarters since.
291 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.