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

Diversified Trust’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	$451K	Buy	+9,158	New	+$454K	0.01%	722
2017 Q2	–	Sell	-80,635	Closed	-$3.99M	–	302
2017 Q1	$3.99M	Buy	80,635 +69,771	+642%	+$3.44M	0.31%	33
2016 Q4	$534K	Buy	+10,864	New	+$537K	0.05%	138

Other funds holding VTIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Diversified Trust's VTIP Position: Q3 2026 in Review

Diversified Trust opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2026: 9,158 shares worth $451K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Diversified Trust previously reported a position in VTIP as recently as Q1 2017.

Diversified Trust first reported a position in VTIP in Q4 2016 and has held it in 3 quarters since. The position peaked at $3.99M in Q1 2017. 600 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Diversified Trust held 9,158 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $451K as of Q3 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Diversified Trust position in Q3 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #722 holding.
Diversified Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and has held it in 3 quarters since.
Diversified Trust's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.99M in Q1 2017.
600 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.