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

Marathon Strategic 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	$629K	Sell	12,772 -13,223	-51%	-$656K	0.37%	29
2026 Q2	$1.31M	Sell	25,995 -209	-0.8%	-$10.5K	0.74%	19
2026 Q1	$1.31M	Sell	26,204 -217	-0.8%	-$10.8K	0.94%	20
2025 Q4	$1.31M	Sell	26,421 -40	-0.2%	-$2K	1%	21
2025 Q3	$1.34M	Buy	26,461 +94	+0.4%	+$4.73K	1.07%	21
2025 Q2	$1.33M	Sell	26,367 -611	-2%	-$30.5K	1.23%	19
2025 Q1	$1.35M	Sell	26,978 -504	-2%	-$24.7K	1.45%	19
2024 Q4	$1.33M	Buy	27,482 +16	+0.1%	+$782	1.44%	18
2024 Q3	$1.35M	Sell	27,466 -1,616	-6%	-$78.7K	1.43%	19
2024 Q2	$1.41M	Buy	+29,082	New	+$1.4M	1.65%	16
2024 Q1	–	Sell	-32,104	Closed	-$1.52M	–	38
2023 Q4	$1.52M	Buy	+32,104	New	+$1.52M	2.06%	14

Other funds holding VTIP

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

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Marathon Strategic Advisors's VTIP Position: Q3 2026 in Review

Marathon Strategic Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 51% in Q3 2026, selling an estimated $656K and leaving 12,772 shares worth $629K. The position accounts for 0.37% of the portfolio, ranked #29.

Marathon Strategic Advisors first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2023. 279 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Marathon Strategic Advisors held 12,772 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $629K as of Q3 2026.
Marathon Strategic Advisors sold 13,223 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $656K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.37% of Marathon Strategic Advisors's portfolio in Q3 2026, its #29 holding.
Marathon Strategic Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 11 quarters since.
Marathon Strategic Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.52M in Q4 2023.
279 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

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