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

Bleakley 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 		$60.8M Buy
1,209,758
+161,309
+15% +$8.11M 0.77% 28
2026
Q1 		$52.4M Buy
1,048,449
+128,447
+14% +$6.39M 0.82% 29
2025
Q4 		$45.5M Buy
920,002
+54,500
+6% +$2.73M 0.79% 33
2025
Q3 		$43.8M Buy
865,502
+65,358
+8% +$3.29M 1.02% 23
2025
Q2 		$40.2M Buy
800,144
+16,332
+2% +$816K 1.02% 21
2025
Q1 		$39.1M Buy
783,812
+32,424
+4% +$1.59M 1.26% 16
2024
Q4 		$36.4M Sell
751,388
-3,611
-0.5% -$176K 1.09% 17
2024
Q3 		$37.2M Buy
754,999
+45,373
+6% +$2.21M 1.13% 15
2024
Q2 		$34.4M Buy
709,626
+52,009
+8% +$2.5M 0.99% 18
2024
Q1 		$31.5M Buy
657,617
+51,594
+9% +$2.46M 0.91% 17
2023
Q4 		$28.8M Sell
606,023
-107,612
-15% -$5.1M 0.91% 17
2023
Q3 		$33.7M Buy
713,635
+26,840
+4% +$1.27M 1.19% 13
2023
Q2 		$32.6M Buy
686,795
+27,297
+4% +$1.3M 1.02% 15
2023
Q1 		$31.5M Sell
659,498
-13,152
-2% -$619K 1.05% 15
2022
Q4 		$31.4M Buy
+672,650
New +$32.1M 1.12% 13

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

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

Bleakley Financial Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 15% in Q2 2026, buying an estimated $8.11M and bringing the position to 1,209,758 shares worth $60.8M. The position accounts for 0.77% of the portfolio, ranked #28.

Bleakley Financial Group first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Bleakley Financial Group held 1,209,758 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $60.8M as of Q2 2026.
  • Bleakley Financial Group bought 161,309 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $8.11M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.77% of Bleakley Financial Group's portfolio in Q2 2026, its #28 holding.
  • Bleakley Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.