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

Brookwood Investment 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	$4.33M	Buy	86,227 +43,744	+103%	+$2.2M	0.49%	40
2026 Q1	$2.12M	Buy	42,483 +21,787	+105%	+$1.08M	0.26%	86
2025 Q4	$1.02M	Buy	20,696 +7,020	+51%	+$351K	0.12%	162
2025 Q3	$692K	Sell	13,676 -2,149	-14%	-$108K	0.09%	205
2025 Q2	$796K	Sell	15,825 -16,237	-51%	-$811K	0.13%	167
2025 Q1	$1.6M	Buy	+32,062	New	+$1.57M	0.27%	64

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

Brookwood Investment Group's VTIP Position: Q2 2026 in Review

Brookwood Investment Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 103% in Q2 2026, buying an estimated $2.2M and bringing the position to 86,227 shares worth $4.33M. The position accounts for 0.49% of the portfolio, ranked #40.

Brookwood Investment Group first reported a position in VTIP in Q1 2025 and has held it in 6 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Brookwood Investment Group held 86,227 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.33M as of Q2 2026.
Brookwood Investment Group bought 43,744 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2.2M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.49% of Brookwood Investment Group's portfolio in Q2 2026, its #40 holding.
Brookwood Investment Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and has held it in 6 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.