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

Delap Wealth Advisory’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 Q1	$4.98M	Buy	99,691 +13,590	+16%	+$676K	1.87%	17
2025 Q4	$4.26M	Buy	86,101 +9,973	+13%	+$499K	1.64%	18
2025 Q3	$3.81M	Buy	76,128 +17,003	+29%	+$856K	1.6%	19
2025 Q2	$2.97M	Buy	59,125 +8,858	+18%	+$442K	1.43%	19
2025 Q1	$2.51M	Buy	50,267 +5,149	+11%	+$253K	1.4%	20
2024 Q4	$2.18M	Buy	45,118 +5,426	+14%	+$265K	1.31%	21
2024 Q3	$1.96M	Buy	39,692 +3,809	+11%	+$185K	1.24%	22
2024 Q2	$1.74M	Sell	35,883 -85	-0.2%	-$4.09K	0.8%	23
2024 Q1	$1.72M	Sell	35,968 -20,126	-36%	-$958K	0.7%	29
2023 Q4	$2.66M	Buy	56,094 +35,605	+174%	+$1.69M	1.21%	20
2023 Q3	$969K	Sell	20,489 -2,401	-10%	-$113K	0.94%	19
2023 Q2	$1.09M	Buy	22,890 +5,735	+33%	+$273K	1.06%	17
2023 Q1	$820K	Sell	17,155 -5,190	-23%	-$244K	0.84%	22
2022 Q4	$1.04M	Buy	+22,345	New	+$1.06M	1.09%	21

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Delap Wealth Advisory's VTIP Position: Q1 2026 in Review

Delap Wealth Advisory increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 16% in Q1 2026, buying an estimated $676K and bringing the position to 99,691 shares worth $4.98M. The position accounts for 1.87% of the portfolio, ranked #17.

Delap Wealth Advisory first reported a position in VTIP in Q4 2022 and has held it in 14 quarters since. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Delap Wealth Advisory held 99,691 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.98M as of Q1 2026.
Delap Wealth Advisory bought 13,590 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $676K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.87% of Delap Wealth Advisory's portfolio in Q1 2026, its #17 holding.
Delap Wealth Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 14 quarters since.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.