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

Dogwood 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	$328K	Buy	6,533 +535	+9%	+$26.9K	0.13%	60
2026 Q1	$300K	Hold	5,998	–	–	0.13%	70
2025 Q4	$297K	Buy	5,998 +944	+19%	+$47.2K	0.13%	76
2025 Q3	$256K	Hold	5,054	–	–	0.12%	87
2025 Q2	$252K	Buy	5,054 +32	+0.6%	+$1.6K	0.12%	91
2025 Q1	$251K	Hold	5,022	–	–	0.13%	86
2024 Q4	$243K	Buy	5,022 +51	+1%	+$2.49K	0.13%	84
2024 Q3	$245K	Buy	4,971 +18	+0.4%	+$877	0.14%	85
2024 Q2	$240K	Buy	4,953 +1	+0%	+$48	0.15%	69
2024 Q1	$237K	Buy	4,952 +66	+1%	+$3.14K	0.16%	72
2023 Q4	$232K	Buy	+4,886	New	+$231K	0.18%	73

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

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

Dogwood Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8.9% in Q2 2026, buying an estimated $26.9K and bringing the position to 6,533 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #60.

Dogwood Wealth Management first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Dogwood Wealth Management held 6,533 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $328K as of Q2 2026.
Dogwood Wealth Management bought 535 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $26.9K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.13% of Dogwood Wealth Management's portfolio in Q2 2026, its #60 holding.
Dogwood Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 11 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.