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 Q2	$476K	Sell	9,473 -1,672	-15%	-$84K	0.12%	138
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 $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

BridgePort Financial Solutions's VTIP Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 15% in Q2 2026, selling an estimated $84K and leaving 9,473 shares worth $476K. The position accounts for 0.12% of the portfolio, ranked #138.

BridgePort Financial Solutions first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $582K in Q3 2025. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

BridgePort Financial Solutions held 9,473 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $476K as of Q2 2026.
BridgePort Financial Solutions sold 1,672 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $84K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.12% of BridgePort Financial Solutions's portfolio in Q2 2026, its #138 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 7 quarters since.
BridgePort Financial Solutions's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $582K in Q3 2025.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.