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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Discipline Wealth Solutions's VTIP Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 38% in Q2 2026, buying an estimated $1.06M and bringing the position to 76,949 shares worth $3.87M. The position accounts for 0.34% of the portfolio, ranked #47.

Discipline Wealth Solutions first reported a position in VTIP in Q4 2023 and has held it in 8 quarters since. 949 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Discipline Wealth Solutions held 76,949 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.87M as of Q2 2026.
Discipline Wealth Solutions bought 21,183 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.06M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.34% of Discipline Wealth Solutions's portfolio in Q2 2026, its #47 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 8 quarters since.
949 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.