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

MJT & Associates Financial Advisory’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	-1	Closed	-$50	–	469
2025 Q4	$50	Hold	1	–	–	﹤0.01%	441
2025 Q3	$51	Hold	1	–	–	﹤0.01%	457
2025 Q2	$50	Hold	1	–	–	﹤0.01%	467
2025 Q1	$50	Buy	+1	New	+$49	﹤0.01%	475

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

MJT & Associates Financial Advisory's VTIP Position: Q1 2026 in Review

MJT & Associates Financial Advisory sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 1 share — an estimated $50 sold.

MJT & Associates Financial Advisory first reported a position in VTIP in Q1 2025 and held it in 4 quarters. The position peaked at $51 in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

MJT & Associates Financial Advisory reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
MJT & Associates Financial Advisory sold 1 Vanguard Short-Term Inflation-Protected Securities Index Fund share in Q1 2026, an estimated $50.
MJT & Associates Financial Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and held it in 4 quarters.
MJT & Associates Financial Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $51 in Q3 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q1 2026, filed 2 Apr 2026.