Dynamic Advisor Solutions’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Dynamic Advisor Solutions’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	$3.89M	Buy	78,956 +7,428	+10%	+$368K	0.11%	196
2026 Q2	$3.59M	Buy	71,528 +3,978	+6%	+$200K	0.1%	214
2026 Q1	$3.37M	Buy	67,550 +2,297	+4%	+$114K	0.11%	209
2025 Q4	$3.23M	Sell	65,253 -6,859	-10%	-$343K	0.1%	205
2025 Q3	$3.65M	Buy	72,112 +1,829	+3%	+$92.1K	0.11%	210
2025 Q2	$3.53M	Buy	70,283 +4,122	+6%	+$206K	0.11%	212
2025 Q1	$3.3M	Buy	+66,161	New	+$3.25M	0.11%	207
2024 Q4	–	Sell	-101,386	Closed	-$5M	–	907
2024 Q3	$5M	Sell	101,386 -1,518	-1%	-$73.9K	0.15%	169
2024 Q2	$4.99M	Buy	102,904 +4,560	+5%	+$219K	0.16%	163
2024 Q1	$4.71M	Buy	98,344 +784	+0.8%	+$37.3K	0.16%	176
2023 Q4	$4.62M	Buy	97,560 +5,318	+6%	+$252K	0.17%	167
2023 Q3	$4.36M	Sell	92,242 -43,474	-32%	-$2.05M	0.21%	141
2023 Q2	$6.44M	Sell	135,716 -23,052	-15%	-$1.1M	0.33%	72
2023 Q1	$7.59M	Buy	158,768 +5,622	+4%	+$265K	0.44%	49
2022 Q4	$7.15M	Buy	153,146 +12,320	+9%	+$587K	0.49%	44
2022 Q3	$6.78M	Sell	140,826 -7,820	-5%	-$387K	0.52%	37
2022 Q2	$7.45M	Buy	148,646 +63,347	+74%	+$3.2M	0.57%	31
2022 Q1	$4.37M	Buy	85,299 +18,564	+28%	+$952K	0.3%	73
2021 Q4	$3.43M	Buy	66,735 +10,165	+18%	+$529K	0.25%	97
2021 Q3	$2.97M	Buy	56,570 +15,878	+39%	+$833K	0.22%	110
2021 Q2	$2.13M	Buy	40,692 +25,172	+162%	+$1.31M	0.17%	147
2021 Q1	$800K	Buy	15,520 +1,378	+10%	+$70.9K	0.07%	281
2020 Q4	$723K	Sell	14,142 -745	-5%	-$37.9K	0.07%	294
2020 Q3	$760K	Buy	14,887 +6,815	+84%	+$346K	0.09%	247
2020 Q2	$405K	Buy	+8,072	New	+$401K	0.05%	321

Other funds holding VTIP

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Dynamic Advisor Solutions's VTIP Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 10% in Q3 2026, buying an estimated $368K and bringing the position to 78,956 shares worth $3.89M. The position accounts for 0.11% of the portfolio, ranked #196.

Dynamic Advisor Solutions first reported a position in VTIP in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.59M in Q1 2023. 178 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Dynamic Advisor Solutions held 78,956 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.89M as of Q3 2026.
Dynamic Advisor Solutions bought 7,428 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $368K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.11% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #196 holding.
Dynamic Advisor Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and has held it in 25 quarters since.
Dynamic Advisor Solutions's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.59M in Q1 2023.
178 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.