Berger Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Berger Financial Group’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	$655K	Sell	13,033 -270	-2%	-$13.6K	0.03%	267
2026 Q1	$664K	Buy	13,303 +7,256	+120%	+$361K	0.04%	255
2025 Q4	$299K	Buy	+6,047	New	+$302K	0.02%	374
2024 Q2	–	Sell	-5,558	Closed	-$266K	–	381
2024 Q1	$266K	Sell	5,558 -3,752	-40%	-$179K	0.02%	301
2023 Q4	$442K	Sell	9,310 -6,772	-42%	-$321K	0.05%	177
2023 Q3	$760K	Buy	16,082 +5,985	+59%	+$283K	0.09%	130
2023 Q2	$479K	Sell	10,097 -100	-1%	-$4.77K	0.05%	161
2023 Q1	$488K	Sell	10,197 -1,265	-11%	-$59.6K	0.06%	155
2022 Q4	$535K	Sell	11,462 -2,152	-16%	-$103K	0.07%	144
2022 Q3	$655K	Buy	13,614 +2,944	+28%	+$146K	0.1%	124
2022 Q2	$535K	Buy	10,670 +3,746	+54%	+$189K	0.08%	128
2022 Q1	$355K	Buy	+6,924	New	+$355K	0.05%	183

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

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

Berger Financial Group's VTIP Position: Q2 2026 in Review

Berger Financial Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2% in Q2 2026, selling an estimated $13.6K and leaving 13,033 shares worth $655K. The position accounts for 0.03% of the portfolio, ranked #267.

Berger Financial Group first reported a position in VTIP in Q1 2022 and has held it in 12 quarters since. The position peaked at $760K in Q3 2023. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Berger Financial Group held 13,033 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $655K as of Q2 2026.
Berger Financial Group sold 270 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $13.6K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #267 holding.
Berger Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 12 quarters since.
Berger Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $760K in Q3 2023.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.