Balanced Rock Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Balanced Rock Investment Advisors’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	$2.35M	Buy	47,048 +1,578	+3%	+$78.5K	1.65%	23
2025 Q4	$2.25M	Buy	45,470 +1,525	+3%	+$76.3K	1.6%	24
2025 Q3	$2.22M	Buy	43,945 +2,389	+6%	+$120K	1.63%	23
2025 Q2	$2.09M	Sell	41,556 -408	-1%	-$20.4K	1.64%	23
2025 Q1	$2.09M	Sell	41,964 -629	-1%	-$30.9K	1.67%	19
2024 Q4	$2.06M	Buy	42,593 +1,914	+5%	+$93.5K	1.63%	19
2024 Q3	$2.01M	Buy	40,679 +968	+2%	+$47.1K	1.57%	17
2024 Q2	$1.93M	Buy	39,711 +588	+2%	+$28.3K	1.62%	17
2024 Q1	$1.87M	Sell	39,123 -7,624	-16%	-$363K	1.6%	17
2023 Q4	$2.22M	Buy	+46,747	New	+$2.21M	1.97%	14

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

Balanced Rock Investment Advisors's VTIP Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.5% in Q1 2026, buying an estimated $78.5K and bringing the position to 47,048 shares worth $2.35M. The position accounts for 1.65% of the portfolio, ranked #23.

Balanced Rock Investment Advisors first reported a position in VTIP in Q4 2023 and has held it in 10 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Balanced Rock Investment Advisors held 47,048 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.35M as of Q1 2026.
Balanced Rock Investment Advisors bought 1,578 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $78.5K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.65% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #23 holding.
Balanced Rock Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 10 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.