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Ballentine Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ballentine Partners’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 		– Sell
-10,627
Closed -$526K – 1089
2025
Q4 		$526K Buy
10,627
+279
+3% +$13.9K 0.01% 488
2025
Q3 		$524K Hold
10,348
– – 0.01% 490
2025
Q2 		$520K Buy
10,348
+8
+0.1% +$399 0.01% 472
2025
Q1 		$516K Hold
10,340
– – 0.01% 438
2024
Q4 		$501K Hold
10,340
– – 0.01% 424
2024
Q3 		$510K Sell
10,340
-8,548
-45% -$416K 0.01% 417
2024
Q2 		$917K Buy
18,888
+8,548
+83% +$411K 0.02% 283
2024
Q1 		$495K Hold
10,340
– – 0.01% 390
2023
Q4 		$491K Hold
10,340
– – 0.01% 369
2023
Q3 		$489K Hold
10,340
– – 0.01% 326
2023
Q2 		$490K Sell
10,340
-76
-0.7% -$3.62K 0.01% 324
2023
Q1 		$498K Hold
10,416
– – 0.01% 305
2022
Q4 		$487K Hold
10,416
– – 0.01% 286
2022
Q3 		$501K Sell
10,416
-3,471
-25% -$172K 0.02% 242
2022
Q2 		$696K Sell
13,887
-1,181
-8% -$59.7K 0.02% 194
2022
Q1 		$772K Sell
15,068
-143,160
-90% -$7.34M 0.02% 203
2021
Q4 		$8.13M Buy
158,228
+1,346
+0.9% +$70.1K 0.24% 40
2021
Q3 		$8.25M Buy
156,882
+139,699
+813% +$7.33M 0.28% 39
2021
Q2 		$901K Sell
17,183
-10,110
-37% -$527K 0.03% 160
2021
Q1 		$1.41M Sell
27,293
-1,707
-6% -$87.8K 0.05% 117
2020
Q4 		$1.48M Sell
29,000
-71,778
-71% -$3.65M 0.06% 109
2020
Q3 		$5.14M Sell
100,778
-38,430
-28% -$1.95M 0.23% 39
2020
Q2 		$6.98M Sell
139,208
-636
-0.5% -$31.6K 0.33% 36
2020
Q1 		$6.81M Sell
139,844
-14,426
-9% -$708K 0.4% 33
2019
Q4 		$7.6M Sell
154,270
-5,189
-3% -$255K 0.34% 30
2019
Q3 		$7.82M Sell
159,459
-18,594
-10% -$919K 0.37% 31
2019
Q2 		$8.78M Sell
178,053
-98
-0.1% -$4.8K 0.42% 31
2019
Q1 		$8.67M Sell
178,151
-15,197
-8% -$734K 0.45% 30
2018
Q4 		$9.27M Buy
193,348
+44,969
+30% +$2.16M 0.53% 29
2018
Q3 		$7.18M Buy
148,379
+1,819
+1% +$88.8K 0.37% 30
2018
Q2 		$7.16M Sell
146,560
-944
-0.6% -$46.2K 0.4% 29
2018
Q1 		$7.21M Sell
147,504
-10,808
-7% -$527K 0.41% 29
2017
Q4 		$7.73M Sell
158,312
-5,860
-4% -$290K 0.42% 30
2017
Q3 		$8.12M Buy
164,172
+1,397
+0.9% +$69K 0.45% 32
2017
Q2 		$8.02M Buy
+162,775
New +$8.04M 0.59% 29

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ballentine Partners's VTIP Position: Q1 2026 in Review

Ballentine Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 10,627 shares — an estimated $526K sold.

Ballentine Partners first reported a position in VTIP in Q2 2017 and held it in 35 quarters. The position peaked at $9.27M in Q4 2018. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Ballentine Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
  • Ballentine Partners sold 10,627 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $526K.
  • Ballentine Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2017 and held it in 35 quarters.
  • Ballentine Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.27M in Q4 2018.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Ballentine Partners's 13F filing for Q1 2026, filed 14 May 2026.