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 Q3	$917K	Buy	18,637 +3,609	+24%	+$179K	0.04%	183
2026 Q2	$755K	Buy	15,028 +5,792	+63%	+$291K	0.04%	197
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

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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 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

Diversified Enterprises's VTIP Position: Q3 2026 in Review

Diversified Enterprises increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 24% in Q3 2026, buying an estimated $179K and bringing the position to 18,637 shares worth $917K. The position accounts for 0.04% of the portfolio, ranked #183.

Diversified Enterprises first reported a position in VTIP in Q1 2025 and has held it in 7 quarters since. 428 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Diversified Enterprises held 18,637 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $917K as of Q3 2026.
Diversified Enterprises bought 3,609 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $179K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Diversified Enterprises's portfolio in Q3 2026, its #183 holding.
Diversified Enterprises first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and has held it in 7 quarters since.
428 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.