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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Hegarty Advisors's VTIP Position: Q2 2026 in Review

Hegarty Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.3% in Q2 2026, buying an estimated $107K and bringing the position to 51,636 shares worth $2.59M. The position accounts for 1.78% of the portfolio, ranked #17.

Hegarty Advisors first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. 679 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Hegarty Advisors held 51,636 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.59M as of Q2 2026.
  • Hegarty Advisors bought 2,120 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $107K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.78% of Hegarty Advisors's portfolio in Q2 2026, its #17 holding.
  • Hegarty Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 679 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.