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Dakota Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Dakota Wealth Management’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 		$287K Sell
5,722
-1,028
-15% -$51.7K 0.01% 677
2026
Q1 		$337K Sell
6,750
-93
-1% -$4.63K 0.01% 629
2025
Q4 		$338K Sell
6,843
-821
-11% -$41.1K 0.01% 625
2025
Q3 		$388K Sell
7,664
-2,460
-24% -$124K 0.01% 516
2025
Q2 		$509K Sell
10,124
-2,601
-20% -$130K 0.01% 510
2025
Q1 		$635K Buy
12,725
+3,424
+37% +$168K 0.01% 470
2024
Q4 		$450K Sell
9,301
-349
-4% -$17.1K 0.01% 528
2024
Q3 		$476K Buy
9,650
+27
+0.3% +$1.31K 0.01% 508
2024
Q2 		$467K Sell
9,623
-467
-5% -$22.5K 0.01% 520
2024
Q1 		$483K Sell
10,090
-704
-7% -$33.5K 0.01% 506
2023
Q4 		$513K Sell
10,794
-57,769
-84% -$2.74M 0.02% 416
2023
Q3 		$3.24M Buy
+68,563
New +$3.24M 0.14% 152

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

Dakota Wealth Management's VTIP Position: Q2 2026 in Review

Dakota Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 15% in Q2 2026, selling an estimated $51.7K and leaving 5,722 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #677.

Dakota Wealth Management first reported a position in VTIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.24M in Q3 2023. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Dakota Wealth Management held 5,722 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $287K as of Q2 2026.
  • Dakota Wealth Management sold 1,028 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $51.7K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #677 holding.
  • Dakota Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and has held it in 12 quarters since.
  • Dakota Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.24M in Q3 2023.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.