Beckerman Institutional’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Beckerman Institutional’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	$832K	Sell	16,654 -37	-0.2%	-$1.84K	0.44%	50
2025 Q4	$826K	Hold	16,691	–	–	0.46%	49
2025 Q3	$845K	Buy	16,691 +5,096	+44%	+$256K	0.5%	47
2025 Q2	$583K	Hold	11,595	–	–	0.39%	62
2025 Q1	$579K	Buy	11,595 +880	+8%	+$43.2K	0.42%	61
2024 Q4	$519K	Buy	10,715 +954	+10%	+$46.6K	0.42%	62
2024 Q3	$481K	Buy	+9,761	New	+$475K	0.41%	60

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

Beckerman Institutional's VTIP Position: Q1 2026 in Review

Beckerman Institutional reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.22% in Q1 2026, selling an estimated $1.84K and leaving 16,654 shares worth $832K. The position accounts for 0.44% of the portfolio, ranked #50.

Beckerman Institutional first reported a position in VTIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $845K in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Beckerman Institutional held 16,654 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $832K as of Q1 2026.
Beckerman Institutional sold 37 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $1.84K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.44% of Beckerman Institutional's portfolio in Q1 2026, its #50 holding.
Beckerman Institutional first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $845K 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 Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.