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 Q3	$5.23M	Sell	106,171 -161	-0.2%	-$7.98K	1.8%	18
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

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

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

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Delap Wealth Advisory's VTIP Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.15% in Q3 2026, selling an estimated $7.98K and leaving 106,171 shares worth $5.23M. The position accounts for 1.8% of the portfolio, ranked #18.

Delap Wealth Advisory first reported a position in VTIP in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.34M in Q2 2026. 428 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Delap Wealth Advisory held 106,171 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $5.23M as of Q3 2026.
Delap Wealth Advisory sold 161 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $7.98K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.8% of Delap Wealth Advisory's portfolio in Q3 2026, its #18 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 16 quarters since.
Delap Wealth Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.34M in Q2 2026.
428 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.