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

Wealth Dimensions Group’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 Q1	$283K	Hold	5,664	–	–	0.06%	141
2025 Q4	$280K	Hold	5,664	–	–	0.06%	135
2025 Q3	$287K	Hold	5,664	–	–	0.06%	138
2025 Q2	$285K	Buy	5,664 +342	+6%	+$17.1K	0.06%	134
2025 Q1	$266K	Hold	5,322	–	–	0.06%	134
2024 Q4	$258K	Hold	5,322	–	–	0.06%	129
2024 Q3	$262K	Hold	5,322	–	–	0.07%	124
2024 Q2	$258K	Hold	5,322	–	–	0.07%	124
2024 Q1	$255K	Sell	5,322 -25	-0.5%	-$1.19K	0.08%	121
2023 Q4	$254K	Hold	5,347	–	–	0.08%	119
2023 Q3	$253K	Hold	5,347	–	–	0.09%	113
2023 Q2	$254K	Hold	5,347	–	–	0.09%	117
2023 Q1	$256K	Hold	5,347	–	–	0.1%	110
2022 Q4	$250K	Hold	5,347	–	–	0.1%	112
2022 Q3	$257K	Hold	5,347	–	–	0.13%	100
2022 Q2	$268K	Hold	5,347	–	–	0.13%	102
2022 Q1	$274K	Hold	5,347	–	–	0.13%	111
2021 Q4	$275K	Hold	5,347	–	–	0.13%	109
2021 Q3	$281K	Hold	5,347	–	–	0.18%	103
2021 Q2	$280K	Hold	5,347	–	–	0.19%	95
2021 Q1	$276K	Hold	5,347	–	–	0.21%	91
2020 Q4	$273K	Buy	+5,347	New	+$272K	0.24%	84

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wealth Dimensions Group's VTIP Position: Q1 2026 in Review

Wealth Dimensions Group held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 5,664 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #141.

Wealth Dimensions Group first reported a position in VTIP in Q4 2020 and has held it in 22 quarters since. The position peaked at $287K in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Wealth Dimensions Group held 5,664 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $283K as of Q1 2026.
Wealth Dimensions Group left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.06% of Wealth Dimensions Group's portfolio in Q1 2026, its #141 holding.
Wealth Dimensions Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 22 quarters since.
Wealth Dimensions Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $287K in Q3 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.