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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
Q2 		$420K Buy
8,357
+1,876
+29% +$94.3K 0.01% 305
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
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

Bragg Financial Advisors's VTIP Position: Q2 2026 in Review

Bragg Financial Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 29% in Q2 2026, buying an estimated $94.3K and bringing the position to 8,357 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #305.

Bragg Financial Advisors first reported a position in VTIP in Q4 2016 and has held it in 12 quarters since. The position peaked at $492K in Q4 2016. 956 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Bragg Financial Advisors held 8,357 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $420K as of Q2 2026.
  • Bragg Financial Advisors bought 1,876 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $94.3K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #305 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 12 quarters since.
  • Bragg Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $492K in Q4 2016.
  • 956 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.