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

Birchwood Financial Partners’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	$151K	Hold	3,012	–	–	0.12%	101
2026 Q1	$150K	Sell	3,012 -1,135	-27%	-$56.4K	0.15%	95
2025 Q4	$205K	Buy	+4,147	New	+$207K	0.2%	76

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

Birchwood Financial Partners's VTIP Position: Q2 2026 in Review

Birchwood Financial Partners held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 3,012 shares worth $151K. The position accounts for 0.12% of the portfolio, ranked #101.

Birchwood Financial Partners first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $205K in Q4 2025. 947 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Birchwood Financial Partners held 3,012 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $151K as of Q2 2026.
Birchwood Financial Partners left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.12% of Birchwood Financial Partners's portfolio in Q2 2026, its #101 holding.
Birchwood Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
Birchwood Financial Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $205K in Q4 2025.
947 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.