Bartlett & Co Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bartlett & Co Wealth Management’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	$496K	Sell	9,835 -45,039	-82%	-$2.24M	0.01%	342
2025 Q4	$2.71M	Sell	54,874 -2,692	-5%	-$135K	0.04%	178
2025 Q3	$2.91M	Sell	57,566 -1,703	-3%	-$85.7K	0.04%	173
2025 Q2	$2.98M	Sell	59,269 -3,932	-6%	-$196K	0.04%	166
2025 Q1	$3.15M	Sell	63,201 -925	-1%	-$45.4K	0.05%	156
2024 Q4	$3.1M	Sell	64,126 -4,345	-6%	-$212K	0.05%	162
2024 Q3	$3.38M	Sell	68,471 -13,007	-16%	-$633K	0.05%	159
2024 Q2	$3.95M	Sell	81,478 -262	-0.3%	-$12.6K	0.06%	151
2024 Q1	$3.91M	Sell	81,740 -10,439	-11%	-$497K	0.06%	153
2023 Q4	$4.38M	Sell	92,179 -1,789	-2%	-$84.7K	0.07%	148
2023 Q3	$4.44M	Sell	93,968 -4,225	-4%	-$200K	0.08%	143
2023 Q2	$4.66M	Sell	98,193 -3,920	-4%	-$187K	0.08%	138
2023 Q1	$4.88M	Sell	102,113 -754	-0.7%	-$35.5K	0.09%	130
2022 Q4	$4.8M	Buy	102,867 +65,201	+173%	+$3.11M	0.1%	131
2022 Q3	$1.81M	Buy	37,666 +6,165	+20%	+$305K	0.04%	177
2022 Q2	$1.58M	Sell	31,501 -410	-1%	-$20.7K	0.03%	182
2022 Q1	$1.63M	Buy	31,911 +20,485	+179%	+$1.05M	0.03%	188
2021 Q4	$587K	Buy	11,426 +6,100	+115%	+$317K	0.01%	285
2021 Q3	$280K	Buy	5,326 +551	+12%	+$28.9K	0.01%	311
2021 Q2	$250K	Hold	4,775	–	–	﹤0.01%	312
2021 Q1	$246K	Hold	4,775	–	–	﹤0.01%	315
2020 Q4	$244K	Hold	4,775	–	–	0.01%	310
2020 Q3	$244K	Buy	4,775 +1,000	+26%	+$50.7K	0.01%	295
2020 Q2	$189K	Hold	3,775	–	–	﹤0.01%	316
2020 Q1	$184K	Buy	+3,775	New	+$185K	0.01%	302
2019 Q3	–	Sell	-63	Closed	-$3.11K	–	939
2019 Q2	$3.11K	Hold	63	–	–	﹤0.01%	653
2019 Q1	$3.07K	Buy	+63	New	+$3.04K	﹤0.01%	634

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

Bartlett & Co Wealth Management's VTIP Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 82% in Q1 2026, selling an estimated $2.24M and leaving 9,835 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #342.

Bartlett & Co Wealth Management first reported a position in VTIP in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.88M in Q1 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Bartlett & Co Wealth Management held 9,835 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $496K as of Q1 2026.
Bartlett & Co Wealth Management sold 45,039 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $2.24M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #342 holding.
Bartlett & Co Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and has held it in 27 quarters since.
Bartlett & Co Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.88M in Q1 2023.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.