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

Three Bearings Fiduciary 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 		$160K Hold
3,187
– – 0.14% 53
2026
Q1 		$159K Buy
3,187
+274
+9% +$13.6K 0.15% 51
2025
Q4 		$145K Buy
+2,913
New +$146K 0.14% 52

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EWM
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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
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

Three Bearings Fiduciary Advisors's VTIP Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 3,187 shares worth $160K. The position accounts for 0.14% of the portfolio, ranked #53.

Three Bearings Fiduciary Advisors first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. 644 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 3,187 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $160K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.14% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #53 holding.
  • Three Bearings Fiduciary 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.
  • 644 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.