DWA
VTIP icon

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
Q2 		$5.34M Buy
106,332
+6,641
+7% +$334K 1.81% 17
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Delap Wealth Advisory's VTIP Position: Q2 2026 in Review

Delap Wealth Advisory increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.7% in Q2 2026, buying an estimated $334K and bringing the position to 106,332 shares worth $5.34M. The position accounts for 1.81% of the portfolio, ranked #17.

Delap Wealth Advisory first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. 953 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Delap Wealth Advisory held 106,332 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $5.34M as of Q2 2026.
  • Delap Wealth Advisory bought 6,641 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $334K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.81% of Delap Wealth Advisory's portfolio in Q2 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 15 quarters since.
  • 953 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.