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

Modera Wealth Management’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	$1.9M	Sell	38,020 -15,191	-29%	-$755K	0.02%	263
2025 Q4	$2.63M	Buy	53,211 +826	+2%	+$41.3K	0.03%	240
2025 Q3	$2.65M	Buy	52,385 +7,663	+17%	+$386K	0.03%	235
2025 Q2	$2.25M	Buy	44,722 +1,922	+4%	+$96K	0.03%	247
2025 Q1	$2.14M	Sell	42,800 -408	-0.9%	-$20K	0.03%	240
2024 Q4	$2.09M	Buy	43,208 +6,808	+19%	+$333K	0.03%	245
2024 Q3	$1.79M	Buy	36,400 +471	+1%	+$22.9K	0.02%	246
2024 Q2	$1.74M	Buy	35,929 +142	+0.4%	+$6.83K	0.03%	240
2024 Q1	$1.71M	Buy	35,787 +11,297	+46%	+$538K	0.03%	242
2023 Q4	$1.16M	Sell	24,490 -19,086	-44%	-$904K	0.02%	276
2023 Q3	$2.06M	Sell	43,576 -1,065	-2%	-$50.3K	0.04%	212
2023 Q2	$2.12M	Buy	44,641 +33,294	+293%	+$1.59M	0.04%	217
2023 Q1	$543K	Sell	11,347 -1,642	-13%	-$77.3K	0.02%	206
2022 Q4	$607K	Sell	12,989 -1,046	-7%	-$49.8K	0.02%	188
2022 Q3	$675K	Sell	14,035 -13,152	-48%	-$652K	0.03%	161
2022 Q2	$1.36M	Sell	27,187 -2,536	-9%	-$128K	0.06%	117
2022 Q1	$1.52M	Buy	29,723 +924	+3%	+$47.4K	0.07%	122
2021 Q4	$1.48M	Buy	28,799 +18,580	+182%	+$967K	0.06%	135
2021 Q3	$537K	Buy	10,219 +8	+0.1%	+$420	0.03%	153
2021 Q2	$535K	Buy	10,211 +59	+0.6%	+$3.08K	0.03%	143
2021 Q1	$523K	Buy	10,152 +67	+0.7%	+$3.44K	0.03%	138
2020 Q4	$515K	Sell	10,085 -1,645	-14%	-$83.7K	0.04%	133
2020 Q3	$598K	Buy	11,730 +149	+1%	+$7.56K	0.09%	78
2020 Q2	$581K	Buy	11,581 +2,562	+28%	+$127K	0.09%	77
2020 Q1	$439K	Sell	9,019 -490,460	-98%	-$24.1M	0.09%	87
2019 Q4	$24.6M	Sell	499,479 -8,006	-2%	-$394K	3.85%	8
2019 Q3	$24.9M	Sell	507,485 -6,070	-1%	-$300K	4.14%	8
2019 Q2	$25.3M	Sell	513,555 -6,893	-1%	-$338K	4.62%	7
2019 Q1	$25.3M	Sell	520,448 -15,922	-3%	-$769K	4.74%	7
2018 Q4	$25.7M	Buy	536,370 +414,931	+342%	+$20M	5.06%	5
2018 Q3	$5.87M	Buy	121,439 +65,920	+119%	+$3.22M	1.19%	14
2018 Q2	$2.71M	Buy	55,519 +7,428	+15%	+$363K	0.57%	22
2018 Q1	$2.35M	Sell	48,091 -67,928	-59%	-$3.31M	0.49%	20
2017 Q4	$5.66M	Buy	+116,019	New	+$5.74M	1.22%	14
2015 Q3	–	Sell	-7,230	Closed	-$352K	–	86
2015 Q2	$352K	Sell	7,230 -3,538	-33%	-$172K	0.14%	54
2015 Q1	$522K	Sell	10,768 -2,301	-18%	-$111K	0.2%	41
2014 Q4	$630K	Sell	13,069 -10,949	-46%	-$538K	0.24%	40
2014 Q3	$1.19M	Sell	24,018 -10,454	-30%	-$521K	0.5%	25
2014 Q2	$1.73M	Sell	34,472 -22,565	-40%	-$1.12M	0.78%	16
2014 Q1	$2.81M	Buy	57,037 +10,696	+23%	+$529K	1.12%	13
2013 Q4	$2.29M	Buy	+46,341	New	+$2.29M	0.87%	17

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

Modera Wealth Management's VTIP Position: Q1 2026 in Review

Modera Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 29% in Q1 2026, selling an estimated $755K and leaving 38,020 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #263.

Modera Wealth Management first reported a position in VTIP in Q4 2013 and has held it in 41 quarters since. The position peaked at $25.7M in Q4 2018. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Modera Wealth Management held 38,020 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.9M as of Q1 2026.
Modera Wealth Management sold 15,191 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $755K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Modera Wealth Management's portfolio in Q1 2026, its #263 holding.
Modera Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2013 and has held it in 41 quarters since.
Modera Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $25.7M in Q4 2018.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.