Baron Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Baron Financial Group’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 Q3	$13.8M	Buy	280,745 +7,360	+3%	+$365K	6.73%	4
2026 Q2	$13.7M	Buy	273,385 +9,295	+4%	+$467K	6.55%	4
2026 Q1	$13.2M	Buy	264,090 +7,580	+3%	+$377K	7.11%	3
2025 Q4	$12.7M	Sell	256,510 -3,525	-1%	-$176K	6.8%	4
2025 Q3	$13.2M	Buy	260,035 +95	+0%	+$4.78K	7.21%	3
2025 Q2	$13.1M	Sell	259,940 -2,235	-0.9%	-$112K	7.67%	3
2025 Q1	$13.1M	Sell	262,175 -715	-0.3%	-$35.1K	8.23%	3
2024 Q4	$12.7M	Sell	262,890 -4,655	-2%	-$227K	7.89%	3
2024 Q3	$13.2M	Sell	267,545 -9,570	-3%	-$466K	8.07%	3
2024 Q2	$13.5M	Sell	277,115 -6,258	-2%	-$301K	8.55%	3
2024 Q1	$13.6M	Sell	283,373 -5,845	-2%	-$278K	8.37%	3
2023 Q4	$13.7M	Sell	289,218 -11,170	-4%	-$529K	8.76%	3
2023 Q3	$14.2M	Sell	300,388 -8,475	-3%	-$400K	9.23%	3
2023 Q2	$14.6M	Sell	308,863 -12,100	-4%	-$577K	9.04%	3
2023 Q1	$15.3M	Sell	320,963 -11,960	-4%	-$563K	9.72%	2
2022 Q4	$15.6M	Sell	332,923 -9,265	-3%	-$441K	10.31%	1
2022 Q3	$16.5M	Sell	342,188 -5,045	-1%	-$250K	11.09%	1
2022 Q2	$17.4M	Sell	347,233 -5,690	-2%	-$288K	11.51%	1
2022 Q1	$18.1M	Buy	352,923 +25,370	+8%	+$1.3M	10.49%	1
2021 Q4	$16.8M	Buy	327,553 +37,150	+13%	+$1.93M	9.54%	2
2021 Q3	$15.3M	Buy	290,403 +30,590	+12%	+$1.6M	9.27%	2
2021 Q2	$13.6M	Buy	259,813 +81,456	+46%	+$4.25M	8.47%	3
2021 Q1	$9.19M	Buy	178,357 +90,227	+102%	+$4.64M	6.33%	3
2020 Q4	$4.5M	Buy	88,130 +33,145	+60%	+$1.69M	3.6%	7
2020 Q3	$2.81M	Buy	+54,985	New	+$2.79M	2.64%	15

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Baron Financial Group's VTIP Position: Q3 2026 in Review

Baron Financial Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.7% in Q3 2026, buying an estimated $365K and bringing the position to 280,745 shares worth $13.8M. The position accounts for 6.73% of the portfolio, ranked #4.

Baron Financial Group first reported a position in VTIP in Q3 2020 and has held it in 25 quarters since. The position peaked at $18.1M in Q1 2022. 216 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Baron Financial Group held 280,745 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $13.8M as of Q3 2026.
Baron Financial Group bought 7,360 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $365K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 6.73% of Baron Financial Group's portfolio in Q3 2026, its #4 holding.
Baron Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and has held it in 25 quarters since.
Baron Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $18.1M in Q1 2022.
216 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.