BWM
VTIP icon

Brown Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Brown Wealth Management’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 		$1.71M Sell
33,977
-230
-0.7% -$11.6K 0.38% 41
2026
Q1 		$1.71M Buy
34,207
+988
+3% +$49.1K 0.44% 41
2025
Q4 		$1.64M Sell
33,219
-56,213
-63% -$2.81M 0.43% 43
2025
Q3 		$4.53M Buy
89,432
+22,882
+34% +$1.15M 1.27% 22
2025
Q2 		$3.35M Buy
66,550
+30,457
+84% +$1.52M 1.04% 25
2025
Q1 		$1.8M Buy
36,093
+8
+0% +$393 0.62% 35
2024
Q4 		$1.75M Buy
36,085
+2,125
+6% +$104K 0.62% 30
2024
Q3 		$1.67M Buy
33,960
+4,428
+15% +$216K 0.6% 32
2024
Q2 		$1.43M Buy
29,532
+406
+1% +$19.5K 0.58% 34
2024
Q1 		$1.39M Sell
29,126
-54,605
-65% -$2.6M 0.58% 30
2023
Q4 		$3.98M Sell
83,731
-2,468
-3% -$117K 1.76% 15
2023
Q3 		$4.08M Buy
86,199
+624
+0.7% +$29.5K 1.94% 17
2023
Q2 		$4.06M Buy
+85,575
New +$4.08M 2.1% 12

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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Brown Wealth Management's VTIP Position: Q2 2026 in Review

Brown Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.67% in Q2 2026, selling an estimated $11.6K and leaving 33,977 shares worth $1.71M. The position accounts for 0.38% of the portfolio, ranked #41.

Brown Wealth Management first reported a position in VTIP in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.53M in Q3 2025. 229 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Brown Wealth Management held 33,977 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.71M as of Q2 2026.
  • Brown Wealth Management sold 230 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $11.6K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.38% of Brown Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Brown Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and has held it in 13 quarters since.
  • Brown Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.53M in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.