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

Black Diamond Financial’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	$534K	Sell	10,630 -1,018	-9%	-$51.2K	0.05%	111
2026 Q1	$582K	Sell	11,648 -1	-0%	-$50	0.06%	99
2025 Q4	$576K	Sell	11,649 -3,264	-22%	-$163K	0.06%	93
2025 Q3	$755K	Sell	14,913 -2	-0%	-$101	0.08%	75
2025 Q2	$750K	Sell	14,915 -561	-4%	-$28K	0.12%	68
2025 Q1	$772K	Hold	15,476	–	–	0.12%	70
2024 Q4	$749K	Sell	15,476 -1,076	-7%	-$52.6K	0.11%	69
2024 Q3	$816K	Sell	16,552 -418	-2%	-$20.4K	0.14%	64
2024 Q2	$824K	Sell	16,970 -61	-0.4%	-$2.93K	0.16%	67
2024 Q1	$809K	Hold	17,031	–	–	0.22%	50
2023 Q4	$809K	Hold	17,031	–	–	0.22%	50
2023 Q3	$805K	Sell	17,031 -4,484	-21%	-$212K	0.25%	49
2023 Q2	$1.02M	Hold	21,515	–	–	0.3%	44
2023 Q1	$1.03M	Sell	21,515 -1,833	-8%	-$86.3K	0.34%	42
2022 Q4	$1.09M	Sell	23,348 -553	-2%	-$26.4K	0.39%	40
2022 Q3	$1.15M	Hold	23,901	–	–	0.46%	38
2022 Q2	$1.2M	Sell	23,901 -222	-0.9%	-$11.2K	0.47%	36
2022 Q1	$1.24M	Buy	24,123 +1,923	+9%	+$98.6K	0.39%	42
2021 Q4	$1.14M	Buy	+22,200	New	+$1.16M	0.38%	35
2021 Q3	–	Sell	-3,903	Closed	-$207K	–	86
2021 Q2	$207K	Buy	+3,903	New	+$203K	0.08%	79

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Black Diamond Financial's VTIP Position: Q2 2026 in Review

Black Diamond Financial reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8.7% in Q2 2026, selling an estimated $51.2K and leaving 10,630 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #111.

Black Diamond Financial first reported a position in VTIP in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.24M in Q1 2022. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Black Diamond Financial held 10,630 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $534K as of Q2 2026.
Black Diamond Financial sold 1,018 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $51.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of Black Diamond Financial's portfolio in Q2 2026, its #111 holding.
Black Diamond Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 20 quarters since.
Black Diamond Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.24M in Q1 2022.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.