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

Mascoma Wealth 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 Q3	$42	Buy	+1	New	+$50	﹤0.01%	554
2023 Q1	–	Sell	-280	Closed	-$13.1K	–	629
2022 Q4	$13.1K	Hold	280	–	–	﹤0.01%	372
2022 Q3	$13K	Hold	280	–	–	﹤0.01%	377
2022 Q2	$14K	Buy	+280	New	+$14.2K	﹤0.01%	386

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 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

Mascoma Wealth Management's VTIP Position: Q3 2026 in Review

Mascoma Wealth Management opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2026: 1 share worth $42. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in VTIP as recently as Q4 2022.

Mascoma Wealth Management first reported a position in VTIP in Q2 2022 and has held it in 4 quarters since. The position peaked at $14K in Q2 2022. 291 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Mascoma Wealth Management held 1 share of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $42 as of Q3 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Mascoma Wealth Management position in Q3 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #554 holding.
Mascoma Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 4 quarters since.
Mascoma Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $14K in Q2 2022.
291 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.