BHWM
VTIP icon

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

Beaird Harris 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 		$13.4M Sell
266,385
-38,253
-13% -$1.92M 0.84% 22
2026
Q1 		$15.2M Sell
304,638
-91,891
-23% -$4.57M 1.03% 19
2025
Q4 		$19.6M Sell
396,529
-236,563
-37% -$11.8M 1.35% 19
2025
Q3 		$32.1M Sell
633,092
-218,830
-26% -$11M 2.27% 17
2025
Q2 		$42.8M Sell
851,922
-9,254
-1% -$462K 3.31% 9
2025
Q1 		$43M Buy
861,176
+18,160
+2% +$891K 3.65% 10
2024
Q4 		$40.8M Buy
843,016
+13,145
+2% +$642K 3.52% 10
2024
Q3 		$40.9M Buy
829,871
+26,192
+3% +$1.28M 3.57% 12
2024
Q2 		$39M Buy
803,679
+21,063
+3% +$1.01M 3.67% 9
2024
Q1 		$37.5M Buy
782,616
+43,874
+6% +$2.09M 3.65% 12
2023
Q4 		$35.1M Buy
738,742
+48,686
+7% +$2.31M 3.68% 12
2023
Q3 		$32.6M Buy
690,056
+12,187
+2% +$576K 3.91% 10
2023
Q2 		$32.1M Sell
677,869
-279,844
-29% -$13.3M 3.85% 11
2023
Q1 		$45.8M Buy
957,713
+28,009
+3% +$1.32M 8.22% 3
2022
Q4 		$43.4M Sell
929,704
-45,317
-5% -$2.16M 8.12% 3
2022
Q3 		$46.9M Sell
975,021
-43,662
-4% -$2.16M 10.28% 1
2022
Q2 		$51.1M Sell
1,018,683
-16,650
-2% -$842K 14.07% 1
2022
Q1 		$53M Sell
1,035,333
-41,786
-4% -$2.14M 19.16% 1
2021
Q4 		$55.4M Buy
+1,077,119
New +$56.1M 20.23% 1

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Beaird Harris Wealth Management's VTIP Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 13% in Q2 2026, selling an estimated $1.92M and leaving 266,385 shares worth $13.4M. The position accounts for 0.84% of the portfolio, ranked #22.

Beaird Harris Wealth Management first reported a position in VTIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $55.4M in Q4 2021. 172 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Beaird Harris Wealth Management held 266,385 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $13.4M as of Q2 2026.
  • Beaird Harris Wealth Management sold 38,253 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.92M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.84% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $55.4M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.