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 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 $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

Berger Financial Group's VTIP Position: Q1 2026 in Review

Berger Financial Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 120% in Q1 2026, buying an estimated $361K and bringing the position to 13,303 shares worth $664K. The position accounts for 0.04% of the portfolio, ranked #255.

Berger Financial Group first reported a position in VTIP in Q1 2022 and has held it in 11 quarters since. The position peaked at $760K in Q3 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Berger Financial Group held 13,303 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $664K as of Q1 2026.
Berger Financial Group bought 7,256 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $361K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #255 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 11 quarters since.
Berger Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $760K in Q3 2023.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.