Baker Ellis Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Baker Ellis Asset 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	$2.47M	Buy	49,175 +11,275	+30%	+$567K	0.26%	79
2026 Q1	$1.89M	Buy	37,900 +7,500	+25%	+$373K	0.22%	84
2025 Q4	$1.5M	Buy	+30,400	New	+$1.52M	0.18%	93

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

Baker Ellis Asset Management's VTIP Position: Q2 2026 in Review

Baker Ellis Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 30% in Q2 2026, buying an estimated $567K and bringing the position to 49,175 shares worth $2.47M. The position accounts for 0.26% of the portfolio, ranked #79.

Baker Ellis Asset Management first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Baker Ellis Asset Management held 49,175 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.47M as of Q2 2026.
Baker Ellis Asset Management bought 11,275 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $567K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.26% of Baker Ellis Asset Management's portfolio in Q2 2026, its #79 holding.
Baker Ellis Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.