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

Bragg Financial Advisors’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	$324K	Buy	6,481 +383	+6%	+$19K	0.01%	316
2025 Q4	$302K	Buy	6,098 +698	+13%	+$34.9K	0.01%	311
2025 Q3	$273K	Buy	5,400 +288	+6%	+$14.5K	0.01%	317
2025 Q2	$257K	Buy	5,112 +97	+2%	+$4.84K	0.01%	319
2025 Q1	$250K	Buy	5,015 +242	+5%	+$11.9K	0.01%	313
2024 Q4	$231K	Buy	4,773 +75	+2%	+$3.66K	0.01%	317
2024 Q3	$232K	Buy	4,698 +60	+1%	+$2.92K	0.01%	311
2024 Q2	$225K	Hold	4,638	–	–	0.01%	307
2024 Q1	$222K	Buy	+4,638	New	+$221K	0.01%	314
2022 Q2	–	Sell	-4,173	Closed	-$214K	–	318
2022 Q1	$214K	Buy	+4,173	New	+$214K	0.01%	304
2017 Q1	–	Sell	-10,000	Closed	-$492K	–	258
2016 Q4	$492K	Buy	+10,000	New	+$494K	0.08%	202

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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 $6.85B AUM 30.02% 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

Bragg Financial Advisors's VTIP Position: Q1 2026 in Review

Bragg Financial Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.3% in Q1 2026, buying an estimated $19K and bringing the position to 6,481 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #316.

Bragg Financial Advisors first reported a position in VTIP in Q4 2016 and has held it in 11 quarters since. The position peaked at $492K in Q4 2016. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Bragg Financial Advisors held 6,481 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $324K as of Q1 2026.
Bragg Financial Advisors bought 383 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $19K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #316 holding.
Bragg Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and has held it in 11 quarters since.
Bragg Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $492K in Q4 2016.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.