BCG
VTIP icon

Breakwater Capital Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Breakwater Capital Group’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 		$7.2M Buy
143,329
+15,673
+12% +$788K 0.86% 23
2026
Q1 		$6.38M Buy
127,656
+5,854
+5% +$291K 0.85% 25
2025
Q4 		$6.02M Buy
121,802
+11,211
+10% +$561K 0.84% 26
2025
Q3 		$5.6M Buy
110,591
+9,775
+10% +$492K 0.83% 28
2025
Q2 		$5.07M Buy
100,816
+5,128
+5% +$256K 0.83% 29
2025
Q1 		$4.77M Buy
95,688
+9,358
+11% +$459K 0.85% 24
2024
Q4 		$4.18M Buy
86,330
+9,941
+13% +$486K 0.83% 30
2024
Q3 		$3.77M Buy
76,389
+14,618
+24% +$712K 0.76% 34
2024
Q2 		$3M Buy
61,771
+20,831
+51% +$1M 0.68% 39
2024
Q1 		$1.96M Buy
40,940
+23,766
+138% +$1.13M 0.49% 57
2023
Q4 		$816K Buy
17,174
+1,711
+11% +$81.1K 0.23% 91
2023
Q3 		$731K Sell
15,463
-1,042
-6% -$49.2K 0.25% 86
2023
Q2 		$783K Buy
16,505
+4,296
+35% +$205K 0.29% 82
2023
Q1 		$584K Buy
+12,209
New +$575K 0.25% 94

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
DF
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

Breakwater Capital Group's VTIP Position: Q2 2026 in Review

Breakwater Capital Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q2 2026, buying an estimated $788K and bringing the position to 143,329 shares worth $7.2M. The position accounts for 0.86% of the portfolio, ranked #23.

Breakwater Capital Group first reported a position in VTIP in Q1 2023 and has held it in 14 quarters since. 172 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Breakwater Capital Group held 143,329 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.2M as of Q2 2026.
  • Breakwater Capital Group bought 15,673 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $788K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.86% of Breakwater Capital Group's portfolio in Q2 2026, its #23 holding.
  • Breakwater Capital Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 14 quarters since.
  • 172 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Breakwater Capital Group's 13F filing for Q2 2026, filed 8 Jul 2026.