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 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Define Financial's VTIP Position: Q2 2026 in Review

Define Financial increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q2 2026, buying an estimated $3.94M and bringing the position to 644,675 shares worth $32.4M. The position accounts for 14.87% of the portfolio, ranked #2.

Define Financial first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Define Financial held 644,675 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $32.4M as of Q2 2026.
Define Financial bought 78,434 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.94M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 14.87% of Define Financial's portfolio in Q2 2026, its #2 holding.
Define Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.