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

Ballast 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	$7.05M	Buy	+140,394	New	+$7.06M	1.68%	14
2023 Q3	–	Sell	-5,853	Closed	-$278K	–	191
2023 Q2	$278K	Sell	5,853 -1,813	-24%	-$86.4K	0.1%	94
2023 Q1	$367K	Sell	7,666 -500	-6%	-$23.5K	0.15%	76
2022 Q4	$381K	Sell	8,166 -4,375	-35%	-$208K	0.17%	69
2022 Q3	$603K	Sell	12,541 -1,154	-8%	-$57.2K	0.28%	46
2022 Q2	$686K	Sell	13,695 -781	-5%	-$39.5K	0.31%	43
2022 Q1	$741K	Buy	+14,476	New	+$742K	0.29%	45

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

Ballast Advisors's VTIP Position: Q2 2026 in Review

Ballast Advisors opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 140,394 shares worth $7.05M. The stake represents 1.68% of the portfolio and ranks #14 among its holdings. This is a return to the name: Ballast Advisors previously reported a position in VTIP as recently as Q2 2023.

Ballast Advisors first reported a position in VTIP in Q1 2022 and has held it in 7 quarters since. 949 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Ballast Advisors held 140,394 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.05M as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Ballast Advisors position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.68% of Ballast Advisors's portfolio in Q2 2026, its #14 holding.
Ballast Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 7 quarters since.
949 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.