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BFO
Boston Family Office’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Boston Family Office’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
$15.1M
Buy
301,326
+18,057
+6%
+$898K
1%
31
2025
Q4
$14M
Buy
283,269
+17,624
+7%
+$881K
0.89%
34
2025
Q3
$13.4M
Buy
265,645
+14,809
+6%
+$745K
0.86%
38
2025
Q2
$12.6M
Buy
250,836
+22,991
+10%
+$1.15M
0.84%
37
2025
Q1
$11.4M
Buy
227,845
+12,726
+6%
+$625K
0.8%
37
2024
Q4
$10.4M
Buy
215,119
+12,226
+6%
+$597K
0.72%
43
2024
Q3
$10M
Buy
202,893
+4,971
+3%
+$242K
0.68%
44
2024
Q2
$9.61M
Buy
197,922
+43,279
+28%
+$2.08M
0.69%
42
2024
Q1
$7.41M
Sell
154,643
-2,656
-2%
-$126K
0.53%
59
2023
Q4
$7.47M
Sell
157,299
-1,485
-0.9%
-$70.3K
0.56%
60
2023
Q3
$7.51M
Buy
158,784
+12,863
+9%
+$608K
0.62%
51
2023
Q2
$6.92M
Buy
145,921
+39,643
+37%
+$1.89M
0.53%
57
2023
Q1
$5.08M
Buy
106,278
+5,001
+5%
+$235K
0.41%
68
2022
Q4
$4.73M
Sell
101,277
-20,272
-17%
-$966K
0.39%
66
2022
Q3
$5.85M
Sell
121,549
-29,974
-20%
-$1.48M
0.52%
57
2022
Q2
$7.59M
Sell
151,523
-11,592
-7%
-$586K
0.63%
51
2022
Q1
$8.35M
Sell
163,115
-9,257
-5%
-$475K
0.59%
50
2021
Q4
$8.86M
Sell
172,372
-528
-0.3%
-$27.5K
0.58%
52
2021
Q3
$9.09M
Sell
172,900
-788
-0.5%
-$41.3K
0.66%
49
2021
Q2
$9.1M
Sell
173,688
-1,750
-1%
-$91.2K
0.65%
49
2021
Q1
$8.93M
Buy
175,438
+21,734
+14%
+$1.12M
0.67%
50
2020
Q4
$7.85M
Buy
+153,704
New
+$7.82M
0.6%
55
Other funds holding VTIP
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
VA
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
CA
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
$5.75B AUM
21.14%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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