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Belleair Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Belleair Asset 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 		$4.68M Sell
93,078
-531
-0.6% -$26.7K 3.93% 7
2026
Q1 		$4.68M Buy
93,609
+11,034
+13% +$549K 4.26% 6
2025
Q4 		$4.08M Buy
+82,575
New +$4.13M 3.89% 7

Other funds holding VTIP

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Belleair Asset Management's VTIP Position: Q2 2026 in Review

Belleair Asset Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.57% in Q2 2026, selling an estimated $26.7K and leaving 93,078 shares worth $4.68M. The position accounts for 3.93% of the portfolio, ranked #7.

Belleair Asset Management first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.68M in Q1 2026. 601 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Belleair Asset Management held 93,078 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.68M as of Q2 2026.
  • Belleair Asset Management sold 531 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $26.7K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.93% of Belleair Asset Management's portfolio in Q2 2026, its #7 holding.
  • Belleair Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
  • Belleair Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.68M in Q1 2026.
  • 601 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.