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

Discipline Wealth Solutions’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	$3.92M	Buy	79,688 +2,739	+4%	+$136K	0.34%	48
2026 Q2	$3.87M	Buy	76,949 +21,183	+38%	+$1.06M	0.34%	47
2026 Q1	$2.79M	Buy	55,766 +29,143	+109%	+$1.45M	0.29%	55
2025 Q4	$1.32M	Buy	26,623 +6,229	+31%	+$311K	0.24%	61
2025 Q3	$1.03M	Buy	20,394 +14,605	+252%	+$735K	0.27%	58
2025 Q2	$291K	Buy	+5,789	New	+$289K	0.11%	80
2024 Q3	–	Sell	-4,202	Closed	-$204K	–	70
2024 Q2	$204K	Sell	4,202 -83	-2%	-$3.99K	0.16%	28
2024 Q1	$205K	Sell	4,285 -7,343	-63%	-$350K	0.19%	20
2023 Q4	$552K	Buy	+11,628	New	+$551K	0.55%	19

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

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

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Discipline Wealth Solutions's VTIP Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.6% in Q3 2026, buying an estimated $136K and bringing the position to 79,688 shares worth $3.92M. The position accounts for 0.34% of the portfolio, ranked #48.

Discipline Wealth Solutions first reported a position in VTIP in Q4 2023 and has held it in 9 quarters since. 341 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Discipline Wealth Solutions held 79,688 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.92M as of Q3 2026.
Discipline Wealth Solutions bought 2,739 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $136K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.34% of Discipline Wealth Solutions's portfolio in Q3 2026, its #48 holding.
Discipline Wealth Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 9 quarters since.
341 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.