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

Define 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 Q3	$38.1M	Buy	774,516 +129,841	+20%	+$6.44M	15.86%	1
2026 Q2	$32.4M	Buy	644,675 +78,434	+14%	+$3.94M	14.87%	2
2026 Q1	$28.3M	Buy	566,241 +55,843	+11%	+$2.78M	15.35%	1
2025 Q4	$25.2M	Buy	510,398 +67,335	+15%	+$3.37M	14.31%	2
2025 Q3	$22.4M	Buy	443,063 +22,287	+5%	+$1.12M	13.46%	3
2025 Q2	$21.2M	Buy	420,776 +10,012	+2%	+$500K	13.94%	2
2025 Q1	$20.4M	Buy	410,764 +27,260	+7%	+$1.34M	15.51%	1
2024 Q4	$18.6M	Buy	+383,504	New	+$18.7M	14.02%	2

Other funds holding VTIP

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Define Financial's VTIP Position: Q3 2026 in Review

Define Financial increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 20% in Q3 2026, buying an estimated $6.44M and bringing the position to 774,516 shares worth $38.1M. The position accounts for 15.86% of the portfolio, ranked #1.

Define Financial first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. 534 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Define Financial held 774,516 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $38.1M as of Q3 2026.
Define Financial bought 129,841 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $6.44M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 15.86% of Define Financial's portfolio in Q3 2026, its #1 holding.
Define Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 8 quarters since.
534 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.