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

BridgePort Financial Solutions’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	$557K	Sell	11,145 -357	-3%	-$17.8K	0.16%	117
2025 Q4	$569K	Buy	11,502 +4	+0%	+$200	0.15%	120
2025 Q3	$582K	Buy	11,498 +2	+0%	+$101	0.16%	117
2025 Q2	$578K	Buy	11,496 +1,095	+11%	+$54.7K	0.19%	98
2025 Q1	$519K	Hold	10,401	–	–	0.23%	93
2024 Q4	$513K	Buy	+10,401	New	+$508K	0.23%	91

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

BridgePort Financial Solutions's VTIP Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.1% in Q1 2026, selling an estimated $17.8K and leaving 11,145 shares worth $557K. The position accounts for 0.16% of the portfolio, ranked #117.

BridgePort Financial Solutions first reported a position in VTIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $582K in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

BridgePort Financial Solutions held 11,145 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $557K as of Q1 2026.
BridgePort Financial Solutions sold 357 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $17.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.16% of BridgePort Financial Solutions's portfolio in Q1 2026, its #117 holding.
BridgePort Financial Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $582K in Q3 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.