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

Bulwark Capital’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 Q3	$8.92M	Buy	181,301 +12,288	+7%	+$609K	4.72%	6
2026 Q2	$8.49M	Sell	169,013 -3,993	-2%	-$201K	4.78%	7
2026 Q1	$8.64M	Sell	173,006 -19,284	-10%	-$959K	5.33%	6
2025 Q4	$9.5M	Buy	192,290 +53,924	+39%	+$2.7M	6.76%	4
2025 Q3	$7.01M	Buy	138,366 +5,327	+4%	+$268K	5.45%	4
2025 Q2	$6.69M	Buy	+133,039	New	+$6.64M	5.63%	4

Other funds holding VTIP

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Bulwark Capital's VTIP Position: Q3 2026 in Review

Bulwark Capital increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.3% in Q3 2026, buying an estimated $609K and bringing the position to 181,301 shares worth $8.92M. The position accounts for 4.72% of the portfolio, ranked #6.

Bulwark Capital first reported a position in VTIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.5M in Q4 2025. 487 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Bulwark Capital held 181,301 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.92M as of Q3 2026.
Bulwark Capital bought 12,288 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $609K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.72% of Bulwark Capital's portfolio in Q3 2026, its #6 holding.
Bulwark Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 6 quarters since.
Bulwark Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.5M in Q4 2025.
487 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.