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

New Dimensions 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	$2.65M	Buy	52,849 +6,637	+14%	+$334K	2.01%	9
2026 Q1	$2.31M	Sell	46,212 -1,387	-3%	-$69K	1.96%	9
2025 Q4	$2.35M	Sell	47,599 -403	-0.8%	-$20.1K	2.01%	9
2025 Q3	$2.43M	Sell	48,002 -1,029	-2%	-$51.8K	2.13%	9
2025 Q2	$2.45M	Sell	49,031 -321	-0.7%	-$16K	2.24%	9
2025 Q1	$2.46M	Buy	+49,352	New	+$2.42M	2.46%	9

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

New Dimensions Wealth Management's VTIP Position: Q2 2026 in Review

New Dimensions Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q2 2026, buying an estimated $334K and bringing the position to 52,849 shares worth $2.65M. The position accounts for 2.01% of the portfolio, ranked #9.

New Dimensions Wealth Management first reported a position in VTIP in Q1 2025 and has held it in 6 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

New Dimensions Wealth Management held 52,849 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.65M as of Q2 2026.
New Dimensions Wealth Management bought 6,637 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $334K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.01% of New Dimensions Wealth Management's portfolio in Q2 2026, its #9 holding.
New Dimensions Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and has held it in 6 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on New Dimensions Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.