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

Belpointe 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	$865K	Buy	17,213 +12,533	+268%	+$630K	0.03%	539
2026 Q1	$234K	Buy	4,680 +17	+0.4%	+$845	0.01%	948
2025 Q4	$231K	Sell	4,663 -4,522	-49%	-$226K	0.01%	920
2025 Q3	$465K	Buy	9,185 +3,458	+60%	+$174K	0.02%	647
2025 Q2	$288K	Buy	5,727 +523	+10%	+$26.1K	0.01%	761
2025 Q1	$260K	Buy	+5,204	New	+$255K	0.01%	768
2024 Q2	–	Sell	-12,278	Closed	-$588K	–	941
2024 Q1	$588K	Sell	12,278 -1,454	-11%	-$69.2K	0.04%	398
2023 Q4	$652K	Sell	13,732 -8,167	-37%	-$387K	0.06%	299
2023 Q3	$1.04M	Sell	21,899 -26,270	-55%	-$1.24M	0.11%	188
2023 Q2	$2.28M	Sell	48,169 -29,481	-38%	-$1.41M	0.24%	85
2023 Q1	$3.71M	Sell	77,650 -12,155	-14%	-$572K	0.2%	94
2022 Q4	$4.19M	Sell	89,805 -196,418	-69%	-$9.36M	0.25%	70
2022 Q3	$13.8M	Sell	286,223 -30,797	-10%	-$1.53M	0.93%	11
2022 Q2	$15.9M	Buy	317,020 +296,460	+1,442%	+$15M	1.07%	9
2022 Q1	$1.05M	Buy	20,560 +4,179	+26%	+$214K	0.06%	317
2021 Q4	$842K	Sell	16,381 -2,519	-13%	-$131K	0.05%	369
2021 Q3	$993K	Sell	18,900 -551	-3%	-$28.9K	0.07%	311
2021 Q2	$1.02M	Buy	19,451 +3,408	+21%	+$178K	0.07%	290
2021 Q1	$827K	Sell	16,043 -5,514	-26%	-$284K	0.07%	291
2020 Q4	$1.1M	Sell	21,557 -58,937	-73%	-$3M	0.1%	233
2020 Q3	$4.11M	Buy	80,494 +20,324	+34%	+$1.03M	0.46%	39
2020 Q2	$3.02M	Buy	60,170 +35,015	+139%	+$1.74M	0.39%	48
2020 Q1	$1.23M	Sell	25,155 -27,828	-53%	-$1.37M	0.21%	107
2019 Q4	$2.61M	Buy	52,983 +18,965	+56%	+$934K	0.33%	77
2019 Q3	$1.67M	Buy	+34,018	New	+$1.68M	0.27%	88
2019 Q2	–	Sell	-4,630	Closed	-$225K	–	660
2019 Q1	$225K	Sell	4,630 -5,640	-55%	-$272K	0.04%	290
2018 Q4	$492K	Sell	10,270 -13,283	-56%	-$639K	0.12%	178
2018 Q3	$1.14M	Buy	23,553 +3,983	+20%	+$194K	0.18%	111
2018 Q2	$956K	Buy	19,570 +1,225	+7%	+$59.9K	0.27%	70
2018 Q1	$897K	Buy	+18,345	New	+$894K	0.26%	72

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

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

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

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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

Belpointe Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 268% in Q2 2026, buying an estimated $630K and bringing the position to 17,213 shares worth $865K. The position accounts for 0.03% of the portfolio, ranked #539.

Belpointe Asset Management first reported a position in VTIP in Q1 2018 and has held it in 30 quarters since. The position peaked at $15.9M in Q2 2022. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Belpointe Asset Management held 17,213 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $865K as of Q2 2026.
Belpointe Asset Management bought 12,533 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $630K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #539 holding.
Belpointe Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and has held it in 30 quarters since.
Belpointe Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $15.9M in Q2 2022.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.