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Beacon Pointe Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Beacon Pointe Advisors’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 		$17.4M Buy
347,262
+101,997
+42% +$5.13M 0.08% 228
2026
Q1 		$12.3M Sell
245,265
-185,668
-43% -$9.23M 0.06% 273
2025
Q4 		$21.3M Buy
430,933
+123,793
+40% +$6.19M 0.15% 150
2025
Q3 		$15.6M Buy
307,140
+300,711
+4,677% +$15.1M 0.13% 160
2025
Q2 		$323K Buy
6,429
+63
+1% +$3.15K ﹤0.01% 1019
2025
Q1 		$318K Sell
6,366
-456
-7% -$22.4K ﹤0.01% 1004
2024
Q4 		$330K Buy
6,822
+523
+8% +$25.6K ﹤0.01% 973
2024
Q3 		$311K Sell
6,299
-577
-8% -$28.1K ﹤0.01% 1010
2024
Q2 		$334K Sell
6,876
-1,726
-20% -$83K ﹤0.01% 1017
2024
Q1 		$412K Sell
8,602
-4,122
-32% -$196K ﹤0.01% 991
2023
Q4 		$604K Sell
12,724
-197
-2% -$9.33K 0.01% 832
2023
Q3 		$611K Buy
12,921
+2,753
+27% +$130K 0.01% 804
2023
Q2 		$482K Sell
10,168
-60,999
-86% -$2.91M 0.01% 726
2023
Q1 		$3.4M Sell
71,167
-12,240
-15% -$576K 0.06% 282
2022
Q4 		$3.9M Sell
83,407
-4,817
-5% -$230K 0.08% 235
2022
Q3 		$4.24M Sell
88,224
-909
-1% -$45K 0.09% 191
2022
Q2 		$4.48M Sell
89,133
-16,868
-16% -$853K 0.09% 198
2022
Q1 		$5.43M Buy
+106,001
New +$5.44M 0.07% 239

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Beacon Pointe Advisors's VTIP Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 42% in Q2 2026, buying an estimated $5.13M and bringing the position to 347,262 shares worth $17.4M. The position accounts for 0.08% of the portfolio, ranked #228.

Beacon Pointe Advisors first reported a position in VTIP in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.3M in Q4 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Beacon Pointe Advisors held 347,262 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $17.4M as of Q2 2026.
  • Beacon Pointe Advisors bought 101,997 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $5.13M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of Beacon Pointe Advisors's portfolio in Q2 2026, its #228 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $21.3M in Q4 2025.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.