Bard Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bard Associates’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	$25.6K	Sell	510 -160	-24%	-$8.04K	0.01%	195
2026 Q1	$33.5K	Sell	670 -677	-50%	-$33.7K	0.01%	180
2025 Q4	$66.6K	Sell	1,347 -2,653	-66%	-$133K	0.02%	136
2025 Q3	$203K	Buy	+4,000	New	+$201K	0.05%	146
2023 Q4	–	Sell	-3,190	Closed	-$151K	–	181
2023 Q3	$151K	Buy	+3,190	New	+$151K	0.06%	166
2023 Q2	–	Sell	-3,190	Closed	-$153K	–	191
2023 Q1	$153K	Sell	3,190 -53,785	-94%	-$2.53M	0.06%	169
2022 Q4	$2.66M	Sell	56,975 -325	-0.6%	-$15.5K	1.15%	28
2022 Q3	$2.76M	Sell	57,300 -197	-0.3%	-$9.76K	1.24%	24
2022 Q2	$2.88M	Buy	57,497 +1,500	+3%	+$75.9K	1.23%	25
2022 Q1	$2.87M	Sell	55,997 -25	-0%	-$1.28K	1.01%	35
2021 Q4	$2.88M	Sell	56,022 -300	-0.5%	-$15.6K	0.95%	39
2021 Q3	$2.96M	Sell	56,322 -1,250	-2%	-$65.6K	1%	31
2021 Q2	$3.02M	Buy	57,572 +5,807	+11%	+$303K	0.99%	31
2021 Q1	$2.67M	Buy	51,765 +700	+1%	+$36K	0.96%	38
2020 Q4	$2.61M	Buy	51,065 +1,000	+2%	+$50.9K	1.03%	29
2020 Q3	$2.55M	Sell	50,065 -180	-0.4%	-$9.13K	1.35%	19
2020 Q2	$2.52M	Buy	+50,245	New	+$2.5M	1.4%	21

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

Bard Associates's VTIP Position: Q2 2026 in Review

Bard Associates reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 24% in Q2 2026, selling an estimated $8.04K and leaving 510 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #195.

Bard Associates first reported a position in VTIP in Q2 2020 and has held it in 17 quarters since. The position peaked at $3.02M in Q2 2021. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Bard Associates held 510 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $25.6K as of Q2 2026.
Bard Associates sold 160 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $8.04K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Bard Associates's portfolio in Q2 2026, its #195 holding.
Bard Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and has held it in 17 quarters since.
Bard Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.02M in Q2 2021.
946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.