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Asset Dedication LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Asset Dedication LLC’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 		$95.3K Hold
1,897
– – 0.01% 409
2026
Q1 		$94.8K Sell
1,897
-1,108
-37% -$55.1K 0.01% 402
2025
Q4 		$149K Hold
3,005
– – 0.01% 347
2025
Q3 		$152K Sell
3,005
-417
-12% -$21K 0.01% 363
2025
Q2 		$172K Buy
3,422
+419
+14% +$20.9K 0.01% 344
2025
Q1 		$150K Hold
3,003
– – 0.01% 327
2024
Q4 		$145K Sell
3,003
-1
-0% -$49 0.01% 334
2024
Q3 		$148K Sell
3,004
-475
-14% -$23.1K 0.01% 364
2024
Q2 		$169K Buy
3,479
+475
+16% +$22.8K 0.01% 342
2024
Q1 		$144K Hold
3,004
– – 0.01% 331
2023
Q4 		$143K Hold
3,004
– – 0.01% 329
2023
Q3 		$142K Sell
3,004
-200
-6% -$9.45K 0.01% 325
2023
Q2 		$152K Sell
3,204
-528
-14% -$25.2K 0.01% 330
2023
Q1 		$180K Sell
3,732
-180,612
-98% -$8.5M 0.02% 307
2022
Q4 		$8.6M Buy
184,344
+1,648
+0.9% +$78.5K 0.87% 22
2022
Q3 		$8.78M Buy
+182,696
New +$9.05M 0.96% 21
2022
Q2 		– Sell
-164,434
Closed -$8.42M – 1001
2022
Q1 		$8.42M Buy
164,434
+145,046
+748% +$7.44M 0.94% 23
2021
Q4 		$995K Buy
19,388
+15,408
+387% +$802K 0.12% 137
2021
Q3 		$208K Buy
3,980
+1,951
+96% +$102K 0.03% 264
2021
Q2 		$106K Buy
2,029
+1,108
+120% +$57.7K 0.02% 310
2021
Q1 		$47K Sell
921
-1,138
-55% -$58.5K 0.01% 341
2020
Q4 		$106K Hold
2,059
– – 0.02% 287
2020
Q3 		$106K Buy
2,059
+1,138
+124% +$57.7K 0.02% 277
2020
Q2 		$46K Buy
+921
New +$45.8K 0.01% 324
2018
Q4 		– Sell
-1,497
Closed -$72K – 655
2018
Q3 		$72K Sell
1,497
-1,553
-51% -$75.8K 0.03% 234
2018
Q2 		$149K Buy
+3,050
New +$149K 0.05% 168

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Asset Dedication LLC's VTIP Position: Q2 2026 in Review

Asset Dedication LLC held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 1,897 shares worth $95.3K. The position accounts for 0.01% of the portfolio, ranked #409.

Asset Dedication LLC first reported a position in VTIP in Q2 2018 and has held it in 26 quarters since. The position peaked at $8.78M in Q3 2022. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Asset Dedication LLC held 1,897 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $95.3K as of Q2 2026.
  • Asset Dedication LLC left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #409 holding.
  • Asset Dedication LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2018 and has held it in 26 quarters since.
  • Asset Dedication LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.78M in Q3 2022.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.