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

JDH 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	$1.29M	Buy	25,747 +3,199	+14%	+$161K	0.79%	24
2026 Q1	$1.13M	Buy	22,548 +3,381	+18%	+$168K	0.76%	26
2025 Q4	$948K	Sell	19,167 -124	-0.6%	-$6.2K	0.65%	26
2025 Q3	$977K	Buy	19,291 +3,475	+22%	+$175K	0.69%	26
2025 Q2	$795K	Buy	15,816 +2,319	+17%	+$116K	0.61%	27
2025 Q1	$674K	Buy	13,497 +4,896	+57%	+$240K	0.58%	25
2024 Q4	$416K	Buy	+8,601	New	+$420K	0.37%	31

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

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

JDH Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q2 2026, buying an estimated $161K and bringing the position to 25,747 shares worth $1.29M. The position accounts for 0.79% of the portfolio, ranked #24.

JDH Wealth Management first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

JDH Wealth Management held 25,747 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.29M as of Q2 2026.
JDH Wealth Management bought 3,199 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $161K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.79% of JDH Wealth Management's portfolio in Q2 2026, its #24 holding.
JDH Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.