Woodward Diversified Capital’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Woodward Diversified Capital’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	$491K	Sell	9,773 -10,214	-51%	-$513K	0.22%	102
2026 Q1	$1M	Buy	19,987 +14,462	+262%	+$719K	0.46%	56
2025 Q4	$273K	Sell	5,525 -5,115	-48%	-$256K	0.13%	143
2025 Q3	$539K	Sell	10,640 -10,079	-49%	-$507K	0.25%	99
2025 Q2	$1.04M	Buy	20,719 +10,742	+108%	+$536K	0.53%	48
2025 Q1	$498K	Buy	9,977 +5,169	+108%	+$254K	0.35%	70
2024 Q4	$233K	Buy	+4,808	New	+$235K	0.17%	112
2024 Q1	–	Sell	-17,063	Closed	-$810K	–	165
2023 Q4	$810K	Buy	+17,063	New	+$808K	0.51%	52
2022 Q3	–	Sell	-57,829	Closed	-$2.9M	–	146
2022 Q2	$2.9M	Buy	57,829 +21,536	+59%	+$1.09M	2.22%	7
2022 Q1	$1.86M	Buy	36,293 +24,910	+219%	+$1.28M	1.22%	17
2021 Q4	$585K	Buy	11,383 +6,474	+132%	+$337K	0.34%	74
2021 Q3	$258K	Sell	4,909 -1,341	-21%	-$70.3K	0.16%	146
2021 Q2	$328K	Buy	6,250 +266	+4%	+$13.9K	0.19%	130
2021 Q1	$308K	Buy	5,984 +1,422	+31%	+$73.1K	0.18%	130
2020 Q4	$233K	Buy	+4,562	New	+$232K	0.15%	136

Other funds holding VTIP

EWM

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

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

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Woodward Diversified Capital's VTIP Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 51% in Q2 2026, selling an estimated $513K and leaving 9,773 shares worth $491K. The position accounts for 0.22% of the portfolio, ranked #102.

Woodward Diversified Capital first reported a position in VTIP in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.9M in Q2 2022. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Woodward Diversified Capital held 9,773 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $491K as of Q2 2026.
Woodward Diversified Capital sold 10,214 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $513K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.22% of Woodward Diversified Capital's portfolio in Q2 2026, its #102 holding.
Woodward Diversified Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 15 quarters since.
Woodward Diversified Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.9M in Q2 2022.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.