Hegarty Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Hegarty Advisors’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	$2.48M	Sell	50,334 -1,302	-3%	-$64.6K	1.53%	21
2026 Q2	$2.59M	Buy	51,636 +2,120	+4%	+$107K	1.78%	17
2026 Q1	$2.47M	Buy	49,516 +589	+1%	+$29.3K	1.95%	15
2025 Q4	$2.42M	Buy	+48,927	New	+$2.45M	2.1%	15

Other funds holding VTIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Hegarty Advisors's VTIP Position: Q3 2026 in Review

Hegarty Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.5% in Q3 2026, selling an estimated $64.6K and leaving 50,334 shares worth $2.48M. The position accounts for 1.53% of the portfolio, ranked #21.

Hegarty Advisors first reported a position in VTIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.59M in Q2 2026. 702 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Hegarty Advisors held 50,334 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.48M as of Q3 2026.
Hegarty Advisors sold 1,302 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $64.6K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.53% of Hegarty Advisors's portfolio in Q3 2026, its #21 holding.
Hegarty Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 4 quarters since.
Hegarty Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.59M in Q2 2026.
702 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.