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

Baron Silver Stevens Financial 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 Q1	$1.76M	Sell	35,179 -844	-2%	-$42K	0.26%	46
2025 Q4	$1.78M	Buy	36,023 +1,484	+4%	+$74.2K	0.26%	47
2025 Q3	$1.75M	Buy	34,539 +1,074	+3%	+$54.1K	0.26%	45
2025 Q2	$1.68M	Sell	33,465 -2,823	-8%	-$141K	0.27%	47
2025 Q1	$1.81M	Sell	36,288 -9,511	-21%	-$467K	0.32%	40
2024 Q4	$2.22M	Buy	45,799 +994	+2%	+$48.6K	0.38%	36
2024 Q3	$2.21M	Buy	44,805 +1,348	+3%	+$65.6K	0.39%	35
2024 Q2	$2.11M	Buy	43,457 +2,065	+5%	+$99.3K	0.4%	35
2024 Q1	$1.98M	Sell	41,392 -7,334	-15%	-$349K	0.38%	35
2023 Q4	$2.31M	Sell	48,726 -11,422	-19%	-$541K	0.49%	32
2023 Q3	$2.84M	Buy	60,148 +26,893	+81%	+$1.27M	0.64%	26
2023 Q2	$1.58M	Buy	33,255 +2,894	+10%	+$138K	0.35%	34
2023 Q1	$1.45M	Sell	30,361 -3,761	-11%	-$177K	0.38%	30
2022 Q4	$1.59M	Sell	34,122 -3,815	-10%	-$182K	0.39%	31
2022 Q3	$131	Buy	37,937 +1,297	+4%	+$64.3K	0.04%	90
2022 Q2	$1.84M	Buy	36,640 +8,392	+30%	+$425K	0.47%	29
2022 Q1	$1.45M	Buy	28,248 +1,559	+6%	+$80K	0.34%	34
2021 Q4	$1.37M	Buy	26,689 +17,661	+196%	+$919K	0.32%	31
2021 Q3	$474K	Buy	9,028 +3,919	+77%	+$206K	0.13%	46
2021 Q2	$267K	Buy	+5,109	New	+$266K	0.07%	70
2021 Q1	–	Sell	-2,370	Closed	-$121K	–	469
2020 Q4	$121K	Buy	+2,370	New	+$121K	0.04%	86

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's VTIP Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.3% in Q1 2026, selling an estimated $42K and leaving 35,179 shares worth $1.76M. The position accounts for 0.26% of the portfolio, ranked #46.

Baron Silver Stevens Financial Advisors first reported a position in VTIP in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.84M in Q3 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Baron Silver Stevens Financial Advisors held 35,179 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.76M as of Q1 2026.
Baron Silver Stevens Financial Advisors sold 844 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $42K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.26% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #46 holding.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 21 quarters since.
Baron Silver Stevens Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.84M in Q3 2023.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.