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

BCS Private 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	$1M	Buy	20,023 +50	+0.3%	+$2.49K	0.3%	65
2025 Q4	$988K	Sell	19,973 -2,650	-12%	-$133K	0.34%	62
2025 Q3	$1.15M	Buy	22,623 +3,350	+17%	+$169K	0.41%	50
2025 Q2	$969K	Buy	+19,273	New	+$962K	0.36%	56

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

BCS Private Wealth Management's VTIP Position: Q1 2026 in Review

BCS Private Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.25% in Q1 2026, buying an estimated $2.49K and bringing the position to 20,023 shares worth $1M. The position accounts for 0.3% of the portfolio, ranked #65.

BCS Private Wealth Management first reported a position in VTIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

BCS Private Wealth Management held 20,023 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1M as of Q1 2026.
BCS Private Wealth Management bought 50 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $2.49K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.3% of BCS Private Wealth Management's portfolio in Q1 2026, its #65 holding.
BCS Private Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 4 quarters since.
BCS Private Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.15M in Q3 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.