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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
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 		$9.51M 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

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Bulwark Capital's VTIP Position: Q2 2026 in Review

Bulwark Capital reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.3% in Q2 2026, selling an estimated $201K and leaving 169,013 shares worth $8.49M. The position accounts for 4.78% of the portfolio, ranked #7.

Bulwark Capital first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.51M in Q4 2025. 505 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Bulwark Capital held 169,013 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.49M as of Q2 2026.
  • Bulwark Capital sold 3,993 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $201K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.78% of Bulwark Capital's portfolio in Q2 2026, its #7 holding.
  • Bulwark Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 5 quarters since.
  • Bulwark Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.51M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.