Beese Fulmer Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Beese Fulmer Investment 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	$1.17M	Buy	23,275 +5,385	+30%	+$271K	0.07%	153
2026 Q1	$894K	Buy	17,890 +12,112	+210%	+$602K	0.06%	155
2025 Q4	$286K	Buy	5,778 +1,600	+38%	+$80K	0.02%	299
2025 Q3	$212K	Buy	+4,178	New	+$210K	0.01%	280
2024 Q3	–	Sell	-4,165	Closed	-$202K	–	236
2024 Q2	$202K	Buy	+4,165	New	+$200K	0.02%	215
2024 Q1	–	Sell	-4,295	Closed	-$204K	–	231
2023 Q4	$204K	Hold	4,295	–	–	0.02%	216
2023 Q3	$203K	Sell	4,295 -100	-2%	-$4.72K	0.02%	206
2023 Q2	$208K	Hold	4,395	–	–	0.02%	208
2023 Q1	$210K	Sell	4,395 -185	-4%	-$8.71K	0.02%	208
2022 Q4	$214K	Hold	4,580	–	–	0.03%	207
2022 Q3	$220K	Hold	4,580	–	–	0.03%	195
2022 Q2	$230K	Hold	4,580	–	–	0.03%	201
2022 Q1	$235K	Sell	4,580 -3,200	-41%	-$164K	0.03%	205
2021 Q4	$400K	Sell	7,780 -7,385	-49%	-$384K	0.04%	170
2021 Q3	$797K	Sell	15,165 -1,735	-10%	-$91K	0.09%	131
2021 Q2	$886K	Buy	16,900 +2,482	+17%	+$129K	0.1%	125
2021 Q1	$743K	Buy	14,418 +3,395	+31%	+$175K	0.09%	129
2020 Q4	$563K	Hold	11,023	–	–	0.07%	134
2020 Q3	$562K	Buy	11,023 +9,950	+927%	+$505K	0.08%	127
2020 Q2	$54K	Buy	+1,073	New	+$53.3K	0.01%	316
2019 Q3	–	Sell	-11,354	Closed	-$560K	–	214
2019 Q2	$560K	Sell	11,354 -4,220	-27%	-$207K	0.11%	110
2019 Q1	$758K	Sell	15,574 -3,020	-16%	-$146K	0.15%	99
2018 Q4	$891K	Hold	18,594	–	–	0.2%	92
2018 Q3	$899K	Sell	18,594 -4,460	-19%	-$218K	0.18%	99
2018 Q2	$1.13M	Hold	23,054	–	–	0.24%	91
2018 Q1	$1.13M	Hold	23,054	–	–	0.25%	90
2017 Q4	$1.13M	Hold	23,054	–	–	0.24%	90
2017 Q3	$1.14M	Buy	23,054 +415	+2%	+$20.5K	0.26%	85
2017 Q2	$1.11M	Hold	22,639	–	–	0.27%	85
2017 Q1	$1.12M	Buy	22,639 +1,020	+5%	+$50.3K	0.27%	82
2016 Q4	$1.06M	Buy	21,619 +10,583	+96%	+$523K	0.27%	80
2016 Q3	$548K	Buy	+11,036	New	+$545K	0.15%	104

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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

Beese Fulmer Investment Management's VTIP Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 30% in Q2 2026, buying an estimated $271K and bringing the position to 23,275 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #153.

Beese Fulmer Investment Management first reported a position in VTIP in Q3 2016 and has held it in 32 quarters since. 430 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Beese Fulmer Investment Management held 23,275 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.17M as of Q2 2026.
Beese Fulmer Investment Management bought 5,385 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $271K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #153 holding.
Beese Fulmer Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2016 and has held it in 32 quarters since.
430 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.