Legacy Bridge’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Legacy Bridge’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	$129K	Hold	2,588	–	–	0.05%	164
2025 Q4	$128K	Hold	2,588	–	–	0.05%	163
2025 Q3	$131K	Hold	2,588	–	–	0.05%	162
2025 Q2	$130K	Hold	2,588	–	–	0.06%	148
2025 Q1	$129K	Hold	2,588	–	–	0.07%	149
2024 Q4	$125K	Hold	2,588	–	–	0.07%	157
2024 Q3	$128K	Hold	2,588	–	–	0.07%	156
2024 Q2	$126K	Hold	2,588	–	–	0.07%	150
2024 Q1	$124K	Hold	2,588	–	–	0.07%	162
2023 Q4	$123K	Buy	+2,588	New	+$123K	0.08%	158

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

Legacy Bridge's VTIP Position: Q1 2026 in Review

Legacy Bridge held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 2,588 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #164.

Legacy Bridge first reported a position in VTIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $131K in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Legacy Bridge held 2,588 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $129K as of Q1 2026.
Legacy Bridge 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 0.05% of Legacy Bridge's portfolio in Q1 2026, its #164 holding.
Legacy Bridge first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 10 quarters since.
Legacy Bridge's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $131K in Q3 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.