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 Q3	$1.45M	Buy	29,358 +3,611	+14%	+$179K	0.87%	24
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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

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

JDH Wealth Management's VTIP Position: Q3 2026 in Review

JDH Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q3 2026, buying an estimated $179K and bringing the position to 29,358 shares worth $1.45M. The position accounts for 0.87% of the portfolio, ranked #24.

JDH Wealth Management first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. 428 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

JDH Wealth Management held 29,358 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.45M as of Q3 2026.
JDH Wealth Management bought 3,611 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $179K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.87% of JDH Wealth Management's portfolio in Q3 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 8 quarters since.
428 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.