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

Bouvel Investment 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	$8.54M	Buy	+169,981	New	+$8.54M	1.93%	18
2022 Q3	–	Sell	-142,226	Closed	-$7.13M	–	72
2022 Q2	$7.13M	Sell	142,226 -2,916	-2%	-$148K	5.37%	2
2022 Q1	$7.43M	Buy	145,142 +1,652	+1%	+$84.7K	4.53%	2
2021 Q4	$7.38M	Buy	143,490 +67,741	+89%	+$3.53M	4.14%	2
2021 Q3	$3.98M	Buy	75,749 +1,162	+2%	+$61K	2.25%	13
2021 Q2	$3.91M	Buy	74,587 +2,376	+3%	+$124K	2.21%	13
2021 Q1	$3.72M	Buy	72,211 +1,267	+2%	+$65.1K	2.39%	9
2020 Q4	$3.63M	Buy	+70,944	New	+$3.61M	2.57%	9

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Bouvel Investment Partners's VTIP Position: Q2 2026 in Review

Bouvel Investment Partners opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 169,981 shares worth $8.54M. The stake represents 1.93% of the portfolio and ranks #18 among its holdings. This is a return to the name: Bouvel Investment Partners previously reported a position in VTIP as recently as Q2 2022.

Bouvel Investment Partners first reported a position in VTIP in Q4 2020 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Bouvel Investment Partners held 169,981 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.54M as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Bouvel Investment Partners position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.93% of Bouvel Investment Partners's portfolio in Q2 2026, its #18 holding.
Bouvel Investment Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 8 quarters since.
172 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.