BFG
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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
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

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Baron Financial Group's VTIP Position: Q2 2026 in Review

Baron Financial Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.5% in Q2 2026, buying an estimated $467K and bringing the position to 273,385 shares worth $13.7M. The position accounts for 6.55% of the portfolio, ranked #4.

Baron Financial Group first reported a position in VTIP in Q3 2020 and has held it in 24 quarters since. The position peaked at $18.1M in Q1 2022. 211 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Baron Financial Group held 273,385 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $13.7M as of Q2 2026.
  • Baron Financial Group bought 9,295 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $467K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 6.55% of Baron Financial Group's portfolio in Q2 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 24 quarters since.
  • Baron Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $18.1M in Q1 2022.
  • 211 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.