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

Mariner’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	$12.1M	Sell	242,942 -9,145	-4%	-$455K	0.01%	660
2025 Q4	$12.5M	Buy	252,087 +15,953	+7%	+$798K	0.01%	608
2025 Q3	$12M	Buy	236,134 +2,194	+0.9%	+$110K	0.02%	570
2025 Q2	$11.8M	Buy	233,940 +20,190	+9%	+$1.01M	0.02%	554
2025 Q1	$10.7M	Sell	213,750 -14,240	-6%	-$699K	0.02%	537
2024 Q4	$11M	Buy	227,990 +18,411	+9%	+$899K	0.02%	515
2024 Q3	$10.3M	Sell	209,579 -28,981	-12%	-$1.41M	0.02%	528
2024 Q2	$11.6M	Sell	238,560 -17,429	-7%	-$838K	0.02%	473
2024 Q1	$12.3M	Buy	255,989 +17,606	+7%	+$838K	0.03%	453
2023 Q4	$11.3M	Sell	238,383 -23,352	-9%	-$1.11M	0.03%	435
2023 Q3	$12.4M	Buy	261,735 +13,492	+5%	+$637K	0.03%	379
2023 Q2	$11.8M	Sell	248,243 -11,244	-4%	-$536K	0.03%	394
2023 Q1	$12.4M	Sell	259,487 -16,389	-6%	-$772K	0.04%	371
2022 Q4	$12.9M	Buy	275,876 +2,552	+0.9%	+$122K	0.04%	350
2022 Q3	$13.2M	Sell	273,324 -1,876	-0.7%	-$92.9K	0.05%	300
2022 Q2	$13.8M	Buy	275,200 +33,912	+14%	+$1.72M	0.06%	274
2022 Q1	$12.4M	Sell	241,288 -10,836	-4%	-$556K	0.05%	314
2021 Q4	$13M	Buy	252,124 +171,932	+214%	+$8.95M	0.05%	273
2021 Q3	$4.22M	Buy	+80,192	New	+$4.21M	0.02%	388

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

Mariner's VTIP Position: Q1 2026 in Review

Mariner reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.6% in Q1 2026, selling an estimated $455K and leaving 242,942 shares worth $12.1M. The position accounts for 0.01% of the portfolio, ranked #660.

Mariner first reported a position in VTIP in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.8M in Q2 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Mariner held 242,942 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $12.1M as of Q1 2026.
Mariner sold 9,145 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $455K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Mariner's portfolio in Q1 2026, its #660 holding.
Mariner first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and has held it in 19 quarters since.
Mariner's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13.8M in Q2 2022.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.