Deane Retirement Strategies
VTIP icon

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
Q3 		$24.1M Sell
488,731
-7,227
-1% -$358K 9.85% 1
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 		$3.62M Buy
+73,015
New +$3.61M 3.3% 9

Other funds holding VTIP

Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Define Financial
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Deane Retirement Strategies's VTIP Position: Q3 2026 in Review

Deane Retirement Strategies reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.5% in Q3 2026, selling an estimated $358K and leaving 488,731 shares worth $24.1M. The position accounts for 9.85% of the portfolio, ranked #1.

Deane Retirement Strategies first reported a position in VTIP in Q3 2016 and has held it in 28 quarters since. The position peaked at $28.4M in Q2 2021. 255 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • Deane Retirement Strategies held 488,731 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $24.1M as of Q3 2026.
  • Deane Retirement Strategies sold 7,227 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $358K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 9.85% of Deane Retirement Strategies's portfolio in Q3 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 28 quarters since.
  • Deane Retirement Strategies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $28.4M in Q2 2021.
  • 255 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Deane Retirement Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.