Hazlett, Burt & Watson’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Hazlett, Burt & Watson’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 Q1	$0	Hold	6	–	–	﹤0.01%	957
2025 Q4	$0	Hold	6	–	–	﹤0.01%	958
2025 Q3	$0	Buy	+6	New	+$302	﹤0.01%	921
2025 Q1	–	Sell	-103	Closed	-$5K	–	842
2024 Q4	$5K	Buy	+103	New	+$5.03K	﹤0.01%	630
2024 Q2	–	Sell	-61	Closed	-$3K	–	736
2024 Q1	$3K	Buy	+61	New	+$2.9K	﹤0.01%	633
2023 Q1	–	Sell	-1,344	Closed	-$63K	–	695
2022 Q4	$63K	Buy	1,344 +43	+3%	+$2.05K	0.06%	236
2022 Q3	$62K	Sell	1,301 -1,158	-47%	-$57.4K	0.06%	242
2022 Q2	$124K	Buy	2,459 +801	+48%	+$40.5K	0.11%	174
2022 Q1	$86K	Buy	+1,658	New	+$85K	0.07%	224

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Hazlett, Burt & Watson's VTIP Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Hazlett, Burt & Watson first reported a position in VTIP in Q1 2022 and has held it in 9 quarters since. The position peaked at $124K in Q2 2022. 912 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Hazlett, Burt & Watson held 6 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $0 as of Q1 2026.
Hazlett, Burt & Watson left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #957 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 9 quarters since.
Hazlett, Burt & Watson's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $124K in Q2 2022.
912 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.