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

Dopkins 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	$1.22M	Buy	24,366 +1,915	+9%	+$96.3K	0.44%	39
2026 Q1	$1.12M	Buy	22,451 +2,760	+14%	+$137K	0.45%	40
2025 Q4	$974K	Buy	19,691 +543	+3%	+$27.1K	0.4%	40
2025 Q3	$969K	Buy	19,148 +347	+2%	+$17.5K	0.41%	39
2025 Q2	$945K	Buy	18,801 +4,298	+30%	+$215K	0.42%	40
2025 Q1	$724K	Buy	14,503 +3,596	+33%	+$177K	0.37%	45
2024 Q4	$528K	Buy	+10,907	New	+$533K	0.27%	54
2024 Q3	–	Sell	-5,786	Closed	-$281K	–	87
2024 Q2	$281K	Buy	5,786 +593	+11%	+$28.5K	0.17%	63
2024 Q1	$249K	Buy	+5,193	New	+$247K	0.15%	64
2023 Q4	–	Sell	-5,208	Closed	-$246K	–	58
2023 Q3	$246K	Buy	+5,208	New	+$246K	0.19%	48

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

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

Dopkins Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8.5% in Q2 2026, buying an estimated $96.3K and bringing the position to 24,366 shares worth $1.22M. The position accounts for 0.44% of the portfolio, ranked #39.

Dopkins Wealth Management first reported a position in VTIP in Q3 2023 and has held it in 10 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Dopkins Wealth Management held 24,366 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.22M as of Q2 2026.
Dopkins Wealth Management bought 1,915 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $96.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.44% of Dopkins Wealth Management's portfolio in Q2 2026, its #39 holding.
Dopkins Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and has held it in 10 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.