Diversify Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Diversify Wealth Management’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	$1.73M	Sell	34,905 -498	-1%	-$25K	0.03%	454
2026 Q1	$1.78M	Buy	35,403 +783	+2%	+$38.9K	0.03%	413
2025 Q4	$1.71M	Sell	34,620 -6,175	-15%	-$309K	0.08%	230
2025 Q3	$2.04M	Sell	40,795 -10,683	-21%	-$538K	0.12%	176
2025 Q2	$2.59M	Sell	51,478 -16,422	-24%	-$820K	0.16%	156
2025 Q1	$3.4M	Sell	67,900 -15,785	-19%	-$775K	0.25%	118
2024 Q4	$4.05M	Sell	83,685 -6,017	-7%	-$294K	0.32%	85
2024 Q3	$4.38M	Sell	89,702 -6,823	-7%	-$332K	0.42%	56
2024 Q2	$4.7M	Buy	+96,525	New	+$4.64M	0.58%	37

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

Diversify Wealth Management's VTIP Position: Q2 2026 in Review

Diversify Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.4% in Q2 2026, selling an estimated $25K and leaving 34,905 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #454.

Diversify Wealth Management first reported a position in VTIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.7M in Q2 2024. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Diversify Wealth Management held 34,905 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.73M as of Q2 2026.
Diversify Wealth Management sold 498 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $25K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #454 holding.
Diversify Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.7M in Q2 2024.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.