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

Bogart Wealth LLC’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 		$36.5K Hold
726
– – ﹤0.01% 625
2026
Q1 		$36.3K Hold
726
– – ﹤0.01% 578
2025
Q4 		$35.9K Sell
726
-572
-44% -$28.6K ﹤0.01% 554
2025
Q3 		$65.7K Buy
1,298
+11
+0.9% +$554 ﹤0.01% 402
2025
Q2 		$64.7K Buy
1,287
+3
+0.2% +$150 ﹤0.01% 405
2025
Q1 		$64.1K Buy
1,284
+116
+10% +$5.69K ﹤0.01% 375
2024
Q4 		$56.6K Buy
1,168
+20
+2% +$977 ﹤0.01% 390
2024
Q3 		$56.6K Sell
1,148
-470
-29% -$22.9K ﹤0.01% 388
2024
Q2 		$78.6K Hold
1,618
– – ﹤0.01% 324
2024
Q1 		$77.5K Hold
1,618
– – ﹤0.01% 312
2023
Q4 		$76.8K Buy
1,618
+24
+2% +$1.14K ﹤0.01% 298
2023
Q3 		$75.4K Buy
1,594
+8
+0.5% +$378 ﹤0.01% 280
2023
Q2 		$75.2K Hold
1,586
– – ﹤0.01% 274
2023
Q1 		$75.8K Sell
1,586
-8
-0.5% -$377 0.01% 260
2022
Q4 		$74.4K Buy
1,594
+55
+4% +$2.62K 0.01% 255
2022
Q3 		$74K Buy
1,539
+21
+1% +$1.04K 0.01% 252
2022
Q2 		$76K Buy
1,518
+55
+4% +$2.78K 0.01% 237
2022
Q1 		$75K Buy
1,463
+994
+212% +$51K 0.01% 238
2021
Q4 		$24K Buy
469
+16
+4% +$833 ﹤0.01% 349
2021
Q3 		$24K Sell
453
-66
-13% -$3.46K ﹤0.01% 338
2021
Q2 		$27K Buy
519
+153
+42% +$7.97K ﹤0.01% 308
2021
Q1 		$19K Buy
+366
New +$18.8K ﹤0.01% 332

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

Bogart Wealth LLC's VTIP Position: Q2 2026 in Review

Bogart Wealth LLC held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 726 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Bogart Wealth LLC first reported a position in VTIP in Q1 2021 and has held it in 22 quarters since. The position peaked at $78.6K in Q2 2024. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Bogart Wealth LLC held 726 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $36.5K as of Q2 2026.
  • Bogart Wealth LLC 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 ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #625 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 22 quarters since.
  • Bogart Wealth LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $78.6K in Q2 2024.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.