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Deane Retirement Strategies’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Deane Retirement Strategies’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 		$24.9M Buy
495,958
+112,884
+29% +$5.67M 10.55% 1
2026
Q1 		$19.1M Buy
383,074
+862
+0.2% +$42.9K 7.7% 3
2025
Q4 		$18.9M Sell
382,212
-52
-0% -$2.6K 7.82% 1
2025
Q3 		$19.4M Sell
382,264
-3,503
-0.9% -$176K 8.32% 1
2025
Q2 		$19.4M Buy
385,767
+121,635
+46% +$6.07M 8.69% 1
2025
Q1 		$13.2M Buy
264,132
+8,109
+3% +$398K 6.28% 3
2024
Q4 		$12.4M Buy
256,023
+4,222
+2% +$206K 6.24% 2
2024
Q3 		$12.4M Sell
251,801
-95
-0% -$4.63K 6.05% 3
2024
Q2 		$12.2M Buy
251,896
+368
+0.1% +$17.7K 6.24% 3
2024
Q1 		$12M Buy
251,528
+248,905
+9,489% +$11.8M 6.12% 2
2023
Q4 		$125K Sell
2,623
-487,366
-99% -$23.1M 0.07% 48
2023
Q3 		$23.2M Buy
489,989
+454
+0.1% +$21.5K 12.93% 2
2023
Q2 		$23.2M Buy
489,535
+1,213
+0.2% +$57.8K 12.73% 1
2023
Q1 		$23.3M Buy
488,322
+7,262
+2% +$342K 12.87% 1
2022
Q4 		$22.5M Sell
481,060
-68,714
-12% -$3.27M 12.53% 1
2022
Q3 		$26.5M Buy
549,774
+15,714
+3% +$778K 16.23% 1
2022
Q2 		$26.6M Sell
534,060
-8,995
-2% -$455K 16.54% 1
2022
Q1 		$27.4M Buy
543,055
+110,242
+25% +$5.65M 15.16% 2
2021
Q4 		$22.2M Sell
432,813
-106,262
-20% -$5.53M 11.74% 1
2021
Q3 		$28.3M Sell
539,075
-2,035
-0.4% -$107K 15.86% 1
2021
Q2 		$28.4M Buy
541,110
+385,621
+248% +$20.1M 15.6% 1
2021
Q1 		$8.02M Buy
155,489
+4,967
+3% +$255K 4.32% 6
2020
Q4 		$7.69M Sell
150,522
-3,083
-2% -$157K 4.69% 5
2020
Q3 		$7.84M Buy
+153,605
New +$7.79M 5.32% 5
2017
Q2 		– Sell
-77,548
Closed -$3.84M – 79
2017
Q1 		$3.84M Buy
77,548
+3,855
+5% +$190K 3.19% 10
2016
Q4 		$3.62M Buy
73,693
+678
+0.9% +$33.5K 3.23% 9
2016
Q3 		$3.63M Buy
+73,015
New +$3.61M 3.3% 9

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AI
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
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Deane Retirement Strategies's VTIP Position: Q2 2026 in Review

Deane Retirement Strategies increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 29% in Q2 2026, buying an estimated $5.67M and bringing the position to 495,958 shares worth $24.9M. The position accounts for 10.55% of the portfolio, ranked #1.

Deane Retirement Strategies first reported a position in VTIP in Q3 2016 and has held it in 27 quarters since. The position peaked at $28.4M in Q2 2021. 229 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Deane Retirement Strategies held 495,958 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $24.9M as of Q2 2026.
  • Deane Retirement Strategies bought 112,884 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $5.67M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 10.55% of Deane Retirement Strategies's portfolio in Q2 2026, its #1 holding.
  • Deane Retirement Strategies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2016 and has held it in 27 quarters since.
  • Deane Retirement Strategies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $28.4M in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.