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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
Q2 		$1.26M Sell
25,138
-21,910
-47% -$1.1M 0.79% 36
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Balanced Rock Investment Advisors's VTIP Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 47% in Q2 2026, selling an estimated $1.1M and leaving 25,138 shares worth $1.26M. The position accounts for 0.79% of the portfolio, ranked #36.

Balanced Rock Investment Advisors first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q1 2026. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Balanced Rock Investment Advisors held 25,138 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.26M as of Q2 2026.
  • Balanced Rock Investment Advisors sold 21,910 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.1M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.79% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #36 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 11 quarters since.
  • Balanced Rock Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.35M in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.