MAM
VTIP icon

Marotta Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Marotta Asset Management’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 		$33M Buy
667,167
+10,991
+2% +$552K 5.5% 5
2026
Q1 		$32.7M Sell
656,176
-801
-0.1% -$39.8K 6.03% 3
2025
Q4 		$32.5M Buy
656,977
+16,477
+3% +$824K 6.02% 3
2025
Q3 		$32M Buy
640,500
+14,260
+2% +$718K 6.03% 4
2025
Q2 		$31.5M Sell
626,240
-20,804
-3% -$1.04M 6.31% 3
2025
Q1 		$31.9M Buy
647,044
+7,659
+1% +$376K 6.26% 3
2024
Q4 		$31M Sell
639,385
-7,659
-1% -$374K 6.48% 3
2024
Q3 		$31.9M Buy
647,044
+7,773
+1% +$379K 6.26% 3
2024
Q2 		$30.7M Buy
639,271
+14,251
+2% +$685K 6.36% 3
2024
Q1 		$29.9M Buy
625,020
+19,089
+3% +$909K 6.19% 3
2023
Q4 		$28.8M Sell
605,931
-13,708
-2% -$649K 6.18% 3
2023
Q3 		$29.3M Buy
619,639
+24,709
+4% +$1.17M 6.78% 2
2023
Q2 		$28.2M Buy
+594,930
New +$28.4M 6.29% 4
2022
Q4 		$24.9M Sell
533,410
-102,558
-16% -$4.89M 5.99% 4
2022
Q3 		$30.6M Buy
635,968
+27,546
+5% +$1.36M 7.98% 1
2022
Q2 		$30.3M Buy
608,422
+51,187
+9% +$2.59M 7.47% 2
2022
Q1 		$28.5M Buy
557,235
+37,236
+7% +$1.91M 6.64% 2
2021
Q4 		$26.7M Buy
519,999
+37,286
+8% +$1.94M 6.06% 5
2021
Q3 		$25.4M Buy
482,713
+39,361
+9% +$2.06M 6.13% 5
2021
Q2 		$23M Buy
+443,352
New +$23.1M 5.52% 5

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Marotta Asset Management's VTIP Position: Q2 2026 in Review

Marotta Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.7% in Q2 2026, buying an estimated $552K and bringing the position to 667,167 shares worth $33M. The position accounts for 5.5% of the portfolio, ranked #5.

Marotta Asset Management first reported a position in VTIP in Q2 2021 and has held it in 20 quarters since. 955 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Marotta Asset Management held 667,167 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $33M as of Q2 2026.
  • Marotta Asset Management bought 10,991 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $552K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 5.5% of Marotta Asset Management's portfolio in Q2 2026, its #5 holding.
  • Marotta Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 20 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.