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

Birchcreek Wealth 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 Q1	$1.32M	Buy	26,489 +17,420	+192%	+$866K	0.64%	28
2025 Q4	$449K	Buy	+9,069	New	+$453K	0.22%	73
2024 Q3	–	Sell	-23,174	Closed	-$1.12M	–	151
2024 Q2	$1.12M	Sell	23,174 -13,739	-37%	-$661K	0.63%	37
2024 Q1	$1.77M	Buy	36,913 +1,939	+6%	+$92.3K	0.93%	26
2023 Q4	$1.66M	Sell	34,974 -2,605	-7%	-$123K	0.99%	26
2023 Q3	$1.78M	Buy	37,579 +6,429	+21%	+$304K	1.2%	19
2023 Q2	$1.48M	Sell	31,150 -7,305	-19%	-$348K	1.03%	24
2023 Q1	$1.84M	Sell	38,455 -53,031	-58%	-$2.5M	1.46%	19
2022 Q4	$4.27M	Sell	91,486 -42,826	-32%	-$2.04M	3.8%	4
2022 Q3	$6.46M	Sell	134,312 -4,775	-3%	-$237K	5.99%	2
2022 Q2	$6.97M	Buy	139,087 +635	+0.5%	+$32.1K	6.26%	1
2022 Q1	$7.09M	Buy	138,452 +2,204	+2%	+$113K	6.28%	2
2021 Q4	$7M	Buy	136,248 +7,187	+6%	+$374K	6.11%	2
2021 Q3	$6.79M	Buy	129,061 +26,091	+25%	+$1.37M	6.33%	2
2021 Q2	$5.4M	Buy	102,970 +17,216	+20%	+$897K	5.2%	2
2021 Q1	$4.42M	Buy	85,754 +64,702	+307%	+$3.33M	4.68%	2
2020 Q4	$1.07M	Buy	+21,052	New	+$1.07M	1.05%	26

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

Birchcreek Wealth Management's VTIP Position: Q1 2026 in Review

Birchcreek Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 192% in Q1 2026, buying an estimated $866K and bringing the position to 26,489 shares worth $1.32M. The position accounts for 0.64% of the portfolio, ranked #28.

Birchcreek Wealth Management first reported a position in VTIP in Q4 2020 and has held it in 17 quarters since. The position peaked at $7.09M in Q1 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Birchcreek Wealth Management held 26,489 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.32M as of Q1 2026.
Birchcreek Wealth Management bought 17,420 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $866K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.64% of Birchcreek Wealth Management's portfolio in Q1 2026, its #28 holding.
Birchcreek Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 17 quarters since.
Birchcreek Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.09M in Q1 2022.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.