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 Q3	$2.59M	Buy	52,675 +3,500	+7%	+$174K	0.28%	75
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

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 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

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Baker Ellis Asset Management's VTIP Position: Q3 2026 in Review

Baker Ellis Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.1% in Q3 2026, buying an estimated $174K and bringing the position to 52,675 shares worth $2.59M. The position accounts for 0.28% of the portfolio, ranked #75.

Baker Ellis Asset Management first reported a position in VTIP in Q4 2025 and has held it in 4 quarters since. 291 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Baker Ellis Asset Management held 52,675 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.59M as of Q3 2026.
Baker Ellis Asset Management bought 3,500 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $174K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.28% of Baker Ellis Asset Management's portfolio in Q3 2026, its #75 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 4 quarters since.
291 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Baker Ellis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.