BBR Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

BBR Partners’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	–	Sell	-46,632	Closed	-$2.31M	–	298
2025 Q4	$2.31M	Hold	46,632	–	–	0.12%	77
2025 Q3	$2.36M	Hold	46,632	–	–	0.14%	65
2025 Q2	$2.34M	Hold	46,632	–	–	0.15%	67
2025 Q1	$2.33M	Hold	46,632	–	–	0.16%	58
2024 Q4	$2.26M	Hold	46,632	–	–	0.16%	57
2024 Q3	$2.3M	Hold	46,632	–	–	0.18%	49
2024 Q2	$2.26M	Hold	46,632	–	–	0.19%	50
2024 Q1	$2.23M	Hold	46,632	–	–	0.18%	55
2023 Q4	$2.21M	Sell	46,632 -21,219	-31%	-$1.01M	0.23%	47
2023 Q3	$3.21M	Buy	67,851 +23	+0%	+$1.09K	0.36%	31
2023 Q2	$3.22M	Hold	67,828	–	–	0.36%	26
2023 Q1	$3.24M	Buy	+67,828	New	+$3.19M	0.37%	27

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

BBR Partners's VTIP Position: Q1 2026 in Review

BBR Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 46,632 shares — an estimated $2.31M sold.

BBR Partners first reported a position in VTIP in Q1 2023 and held it in 12 quarters. The position peaked at $3.24M in Q1 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

BBR Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
BBR Partners sold 46,632 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $2.31M.
BBR Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 12 quarters.
BBR Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.24M 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 BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.