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 Q2	$799K	Sell	15,908 -4,115	-21%	-$207K	0.24%	74
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 $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

BCS Private Wealth Management's VTIP Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 21% in Q2 2026, selling an estimated $207K and leaving 15,908 shares worth $799K. The position accounts for 0.24% of the portfolio, ranked #74.

BCS Private Wealth Management first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q3 2025. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

BCS Private Wealth Management held 15,908 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $799K as of Q2 2026.
BCS Private Wealth Management sold 4,115 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $207K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.24% of BCS Private Wealth Management's portfolio in Q2 2026, its #74 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 5 quarters since.
BCS Private Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.15M in Q3 2025.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.