Diversified Enterprises’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Diversified Enterprises’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	$461K	Sell	9,236 -7,282	-44%	-$362K	0.03%	254
2025 Q4	$817K	Buy	16,518 +6,176	+60%	+$309K	0.05%	157
2025 Q3	$524K	Sell	10,342 -1,630	-14%	-$82K	0.04%	161
2025 Q2	$602K	Sell	11,972 -3,256	-21%	-$163K	0.04%	139
2025 Q1	$760K	Buy	+15,228	New	+$747K	0.06%	109

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

Diversified Enterprises's VTIP Position: Q1 2026 in Review

Diversified Enterprises reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 44% in Q1 2026, selling an estimated $362K and leaving 9,236 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #254.

Diversified Enterprises first reported a position in VTIP in Q1 2025 and has held it in 5 quarters since. The position peaked at $817K in Q4 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Diversified Enterprises held 9,236 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $461K as of Q1 2026.
Diversified Enterprises sold 7,282 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $362K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Diversified Enterprises's portfolio in Q1 2026, its #254 holding.
Diversified Enterprises first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and has held it in 5 quarters since.
Diversified Enterprises's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $817K in Q4 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.