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

Baker Tilly 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 Q3	$1.3M	Buy	26,472 +3,325	+14%	+$165K	0.26%	64
2026 Q2	$1.16M	Buy	23,147 +79	+0.3%	+$3.97K	0.25%	75
2026 Q1	$1.15M	Buy	23,068 +3,000	+15%	+$149K	0.28%	67
2025 Q4	$993K	Sell	20,068 -22,558	-53%	-$1.13M	0.24%	83
2025 Q3	$2.16M	Buy	+42,626	New	+$2.15M	0.49%	44
2023 Q1	–	Sell	-7,922	Closed	-$370K	–	579
2022 Q4	$370K	Buy	+7,922	New	+$377K	0.05%	397

Other funds holding VTIP

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Baker Tilly Wealth Management's VTIP Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q3 2026, buying an estimated $165K and bringing the position to 26,472 shares worth $1.3M. The position accounts for 0.26% of the portfolio, ranked #64.

Baker Tilly Wealth Management first reported a position in VTIP in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.16M in Q3 2025. 41 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Baker Tilly Wealth Management held 26,472 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.3M as of Q3 2026.
Baker Tilly Wealth Management bought 3,325 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $165K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.26% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #64 holding.
Baker Tilly Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 6 quarters since.
Baker Tilly Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.16M in Q3 2025.
41 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.