Marshall & Sterling Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Marshall & Sterling Wealth 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 Q1	$150K	Buy	+3,000	New	+$149K	0.1%	102
2025 Q4	–	Sell	-586	Closed	-$29.7K	–	626
2025 Q3	$29.7K	Buy	586 +1	+0.2%	+$50	0.02%	232
2025 Q2	$29.4K	Buy	585 +287	+96%	+$14.3K	0.02%	222
2025 Q1	$14.9K	Buy	+298	New	+$14.6K	0.01%	277

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

Marshall & Sterling Wealth Advisors's VTIP Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026: 3,000 shares worth $150K. The stake represents 0.1% of the portfolio and ranks #102 among its holdings. This is a return to the name: Marshall & Sterling Wealth Advisors previously reported a position in VTIP as recently as Q3 2025.

Marshall & Sterling Wealth Advisors first reported a position in VTIP in Q1 2025 and has held it in 4 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Marshall & Sterling Wealth Advisors held 3,000 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $150K as of Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Marshall & Sterling Wealth Advisors position in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.1% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #102 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and has held it in 4 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.