McGrath & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

McGrath & Associates’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	–	Sell	-4,141	Closed	-$207K	–	44
2026 Q1	$207K	Sell	4,141 -2,473	-37%	-$123K	0.3%	41
2025 Q4	$327K	Sell	6,614 -1,316	-17%	-$65.8K	0.46%	36
2025 Q3	$401K	Sell	7,930 -5,586	-41%	-$281K	0.6%	31
2025 Q2	$679K	Sell	13,516 -5,571	-29%	-$278K	1.11%	24
2025 Q1	$952K	Sell	19,087 -10,229	-35%	-$502K	1.74%	21
2024 Q4	$1.42M	Buy	+29,316	New	+$1.43M	2.87%	14

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

McGrath & Associates's VTIP Position: Q2 2026 in Review

McGrath & Associates sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 4,141 shares — an estimated $207K sold.

McGrath & Associates first reported a position in VTIP in Q4 2024 and held it in 6 quarters. The position peaked at $1.42M in Q4 2024. 324 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

McGrath & Associates reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
McGrath & Associates sold 4,141 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $207K.
McGrath & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and held it in 6 quarters.
McGrath & Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.42M in Q4 2024.
324 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.