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

MASECO Private Wealth’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	$1.61M	Hold	32,302	–	–	0.05%	53
2025 Q4	$1.6M	Buy	+32,302	New	+$1.62M	0.07%	45
2025 Q3	–	Sell	-27,811	Closed	-$1.4M	–	516
2025 Q2	$1.4M	Buy	+27,811	New	+$1.39M	0.05%	54

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

MASECO Private Wealth's VTIP Position: Q1 2026 in Review

MASECO Private Wealth held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 32,302 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #53.

MASECO Private Wealth first reported a position in VTIP in Q2 2025 and has held it in 3 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

MASECO Private Wealth held 32,302 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.61M as of Q1 2026.
MASECO Private Wealth left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of MASECO Private Wealth's portfolio in Q1 2026, its #53 holding.
MASECO Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 3 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.