Bay Harbor Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bay Harbor 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 Q2	$5.07K	Buy	101 +11	+12%	+$553	﹤0.01%	425
2026 Q1	$4.5K	Buy	90 +17	+23%	+$845	﹤0.01%	370
2025 Q4	$3.61K	Buy	+73	New	+$3.65K	﹤0.01%	345
2019 Q4	–	Sell	-24	Closed	-$1K	–	391
2019 Q3	$1K	Buy	+24	New	+$1.19K	﹤0.01%	348

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

Bay Harbor Wealth Management's VTIP Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q2 2026, buying an estimated $553 and bringing the position to 101 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Bay Harbor Wealth Management first reported a position in VTIP in Q3 2019 and has held it in 4 quarters since. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Bay Harbor Wealth Management held 101 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $5.07K as of Q2 2026.
Bay Harbor Wealth Management bought 11 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $553.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #425 holding.
Bay Harbor Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2019 and has held it in 4 quarters since.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.