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

MGO 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	–	Sell	-4,518	Closed	-$223K	–	66
2025 Q4	$223K	Hold	4,518	–	–	0.14%	62
2025 Q3	$229K	Hold	4,518	–	–	0.14%	60
2025 Q2	$227K	Sell	4,518 -689	-13%	-$34.4K	0.15%	57
2025 Q1	$260K	Sell	5,207 -3,912	-43%	-$192K	0.18%	48
2024 Q4	$442K	Sell	9,119 -4,840	-35%	-$236K	0.31%	43
2024 Q3	$688K	Sell	13,959 -1,328	-9%	-$64.7K	0.49%	34
2024 Q2	$742K	Sell	15,287 -2,916	-16%	-$140K	0.47%	36
2024 Q1	$872K	Sell	18,203 -11,320	-38%	-$539K	0.55%	32
2023 Q4	$1.4M	Sell	29,523 -97,172	-77%	-$4.6M	0.96%	24
2023 Q3	$5.99M	Buy	126,695 +34,212	+37%	+$1.62M	4.47%	6
2023 Q2	$4.39M	Buy	92,483 +9,189	+11%	+$438K	3.3%	10
2023 Q1	$3.98M	Buy	83,294 +15,144	+22%	+$713K	3.12%	9
2022 Q4	$3.18M	Buy	+68,150	New	+$3.25M	1.45%	22

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

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

MGO Private Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 4,518 shares — an estimated $223K sold.

MGO Private Wealth first reported a position in VTIP in Q4 2022 and held it in 13 quarters. The position peaked at $5.99M in Q3 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

MGO Private Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
MGO Private Wealth sold 4,518 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $223K.
MGO Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 13 quarters.
MGO Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.99M in Q3 2023.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.