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 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

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

Discipline Wealth Solutions's VTIP Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 109% in Q1 2026, buying an estimated $1.45M and bringing the position to 55,766 shares worth $2.79M. The position accounts for 0.29% of the portfolio, ranked #55.

Discipline Wealth Solutions first reported a position in VTIP in Q4 2023 and has held it in 7 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Discipline Wealth Solutions held 55,766 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.79M as of Q1 2026.
Discipline Wealth Solutions bought 29,143 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $1.45M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.29% of Discipline Wealth Solutions's portfolio in Q1 2026, its #55 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 7 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.