Disciplined Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Disciplined Investments’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	$1.79M	Sell	35,793 -496	-1%	-$24.7K	0.64%	43
2025 Q4	$1.79M	Sell	36,289 -2,288	-6%	-$114K	0.69%	40
2025 Q3	$1.95M	Sell	38,577 -4,120	-10%	-$207K	0.78%	38
2025 Q2	$2.15M	Sell	42,697 -3,418	-7%	-$171K	0.91%	34
2025 Q1	$2.3M	Buy	46,115 +508	+1%	+$24.9K	1.06%	32
2024 Q4	$2.21M	Buy	45,607 +402	+0.9%	+$19.6K	1.09%	29
2024 Q3	$2.23M	Sell	45,205 -7,084	-14%	-$345K	1.1%	30
2024 Q2	$2.54M	Sell	52,289 -4,229	-7%	-$203K	1.35%	27
2024 Q1	$2.71M	Sell	56,518 -1,413	-2%	-$67.3K	1.48%	25
2023 Q4	$2.75M	Sell	57,931 -9,146	-14%	-$433K	1.61%	21
2023 Q3	$3.17M	Sell	67,077 -7,602	-10%	-$359K	1.93%	15
2023 Q2	$3.54M	Sell	74,679 -9,319	-11%	-$444K	1.89%	14
2023 Q1	$4.02M	Buy	83,998 +2,824	+3%	+$133K	1.69%	16
2022 Q4	$3.79M	Sell	81,174 -23,989	-23%	-$1.14M	1.85%	16
2022 Q3	$5.06M	Buy	105,163 +2,937	+3%	+$146K	2.32%	7
2022 Q2	$5.12M	Buy	102,226 +13,571	+15%	+$686K	2.32%	7
2022 Q1	$4.54M	Buy	88,655 +26,420	+42%	+$1.35M	1.88%	14
2021 Q4	$3.2M	Buy	62,235 +6,201	+11%	+$323K	1.41%	25
2021 Q3	$2.95M	Buy	56,034 +8,675	+18%	+$455K	1.43%	26
2021 Q2	$2.48M	Buy	47,359 +10,237	+28%	+$534K	1.27%	26
2021 Q1	$1.91M	Buy	37,122 +7,400	+25%	+$380K	1.13%	29
2020 Q4	$1.52M	Buy	29,722 +3,980	+15%	+$203K	1.01%	31
2020 Q3	$1.31M	Buy	25,742 +4,265	+20%	+$216K	0.97%	30
2020 Q2	$1.08M	Buy	21,477 +3,052	+17%	+$152K	0.84%	36
2020 Q1	$898K	Sell	18,425 -4,546	-20%	-$223K	0.85%	35
2019 Q4	$1.13M	Buy	+22,971	New	+$1.13M	0.95%	27

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

Disciplined Investments's VTIP Position: Q1 2026 in Review

Disciplined Investments reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.4% in Q1 2026, selling an estimated $24.7K and leaving 35,793 shares worth $1.79M. The position accounts for 0.64% of the portfolio, ranked #43.

Disciplined Investments first reported a position in VTIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.12M in Q2 2022. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Disciplined Investments held 35,793 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.79M as of Q1 2026.
Disciplined Investments sold 496 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $24.7K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.64% of Disciplined Investments's portfolio in Q1 2026, its #43 holding.
Disciplined Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 26 quarters since.
Disciplined Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.12M in Q2 2022.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.