Matrix Trust Company’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Matrix Trust Company’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	–	Sell	-6,885	Closed	-$341K	–	254
2025 Q4	$341K	Sell	6,885 -21,923	-76%	-$1.1M	0.06%	86
2025 Q3	$1.46M	Sell	28,808 -1,311	-4%	-$66K	0.23%	58
2025 Q2	$1.51M	Sell	30,119 -3,644	-11%	-$182K	0.24%	60
2025 Q1	$1.69M	Buy	+33,763	New	+$1.66M	0.28%	49
2022 Q3	–	Sell	-7,739	Closed	-$388K	–	52
2022 Q2	$388K	Buy	7,739 +74	+1%	+$3.74K	0.11%	50
2022 Q1	$393K	Buy	+7,665	New	+$393K	0.1%	23
2021 Q3	–	Sell	-174,277	Closed	-$9.13M	–	22
2021 Q2	$9.13M	Buy	+174,277	New	+$9.08M	2.39%	12

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

Matrix Trust Company's VTIP Position: Q1 2026 in Review

Matrix Trust Company sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 6,885 shares — an estimated $341K sold.

Matrix Trust Company first reported a position in VTIP in Q2 2021 and held it in 7 quarters. The position peaked at $9.13M in Q2 2021. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Matrix Trust Company reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
Matrix Trust Company sold 6,885 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $341K.
Matrix Trust Company first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 7 quarters.
Matrix Trust Company's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.13M in Q2 2021.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Matrix Trust Company's 13F filing for Q1 2026, filed 10 Apr 2026.