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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
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

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

Marathon Strategic Advisors's VTIP Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.8% in Q2 2026, selling an estimated $10.5K and leaving 25,995 shares worth $1.31M. The position accounts for 0.74% of the portfolio, ranked #19.

Marathon Strategic Advisors first reported a position in VTIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.52M in Q4 2023. 298 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Marathon Strategic Advisors held 25,995 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.31M as of Q2 2026.
  • Marathon Strategic Advisors sold 209 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $10.5K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.74% of Marathon Strategic Advisors's portfolio in Q2 2026, its #19 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 10 quarters since.
  • Marathon Strategic Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.52M in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.