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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.6M Buy
807,517
+24,119
+3% +$1.21M 7.34% 3
2026
Q1
$39.1M Buy
783,398
+73,440
+10% +$3.65M 7.73% 3
2025
Q4
$35.1M Buy
709,958
+7,377
+1% +$369K 7.35% 3
2025
Q3
$35.6M Buy
702,581
+24,103
+4% +$1.21M 7.42% 3
2025
Q2
$34.1M Buy
678,478
+38,791
+6% +$1.94M 7.53% 3
2025
Q1
$31.9M Buy
639,687
+36,489
+6% +$1.79M 7.89% 2
2024
Q4
$29.2M Buy
603,198
+20,513
+4% +$1M 7.68% 3
2024
Q3
$28.7M Buy
582,685
+12,326
+2% +$600K 7.18% 3
2024
Q2
$27.7M Buy
570,359
+11,880
+2% +$571K 7.39% 3
2024
Q1
$26.7M Buy
558,479
+18,176
+3% +$865K 7.25% 3
2023
Q4
$25.7M Buy
540,303
+30,323
+6% +$1.44M 7.23% 3
2023
Q3
$24.1M Sell
509,980
-160
-0% -$7.56K 7.66% 3
2023
Q2
$24.2M Sell
510,140
-3,431
-0.7% -$164K 7.39% 3
2023
Q1
$24.6M Buy
513,571
+9,120
+2% +$429K 7.57% 2
2022
Q4
$23.6M Buy
504,451
+22,887
+5% +$1.09M 7.57% 2
2022
Q3
$23.2M Sell
481,564
-8,459
-2% -$419K 8.35% 2
2022
Q2
$24.6M Buy
490,023
+5,584
+1% +$282K 8.33% 2
2022
Q1
$24.8M Buy
484,439
+16,419
+4% +$842K 7.71% 2
2021
Q4
$24.1M Buy
468,020
+20,067
+4% +$1.04M 7.68% 2
2021
Q3
$23.6M Buy
447,953
+13,099
+3% +$687K 7.79% 3
2021
Q2
$22.8M Buy
434,854
+23,910
+6% +$1.25M 7.49% 3
2021
Q1
$21.2M Buy
410,944
+73,815
+22% +$3.8M 7.38% 3
2020
Q4
$17.2M Buy
337,129
+35,527
+12% +$1.81M 7.12% 4
2020
Q3
$15.4M Buy
301,602
+7,647
+3% +$388K 6.9% 4
2020
Q2
$14.7M Buy
293,955
+26,103
+10% +$1.3M 6.45% 5
2020
Q1
$13.1M Sell
267,852
-50,190
-16% -$2.46M 6.75% 5
2019
Q4
$15.7M Sell
318,042
-8,950
-3% -$441K 6.94% 5
2019
Q3
$16M Buy
326,992
+51,909
+19% +$2.57M 7.76% 5
2019
Q2
$13.6M Buy
275,083
+63,440
+30% +$3.11M 6.95% 6
2019
Q1
$10.3M Buy
211,643
+131,014
+162% +$6.33M 4.6% 11
2018
Q4
$3.88M Buy
80,629
+930
+1% +$44.7K 2.53% 11
2018
Q3
$3.85M Buy
79,699
+3,980
+5% +$194K 1.69% 12
2018
Q2
$3.7M Buy
75,719
+869
+1% +$42.5K 1.44% 15
2018
Q1
$3.66M Buy
74,850
+1,956
+3% +$95.3K 1.59% 14
2017
Q4
$3.56M Sell
72,894
-66,970
-48% -$3.31M 1.35% 14
2017
Q3
$6.9M Buy
139,864
+70,447
+101% +$3.48M 2.64% 12
2017
Q2
$3.42M Sell
69,417
-440
-0.6% -$21.7K 1.44% 14
2017
Q1
$3.46M Buy
69,857
+11,705
+20% +$577K 1.51% 15
2016
Q4
$2.86M Sell
58,152
-4,527
-7% -$224K 1.41% 14
2016
Q3
$3.11M Sell
62,679
-540
-0.9% -$26.7K 1.43% 15
2016
Q2
$3.13M Sell
63,219
-287,612
-82% -$14.1M 1.53% 15
2016
Q1
$17.2M Buy
350,831
+301,202
+607% +$14.6M 10.12% 1
2015
Q4
$2.4M Buy
49,629
+529
+1% +$25.6K 1.32% 15
2015
Q3
$2.38M Sell
49,100
-4,494
-8% -$218K 2.2% 12
2015
Q2
$2.61M Sell
53,594
-145
-0.3% -$7.06K 1.18% 16
2015
Q1
$2.6M Sell
53,739
-96
-0.2% -$4.65K 1.2% 14
2014
Q4
$2.6M Sell
53,835
-3,121
-5% -$153K 1.28% 13
2014
Q3
$2.81M Sell
56,956
-4,265
-7% -$213K 1.33% 15
2014
Q2
$3.07M Buy
61,221
+7,325
+14% +$364K 1.39% 15
2014
Q1
$2.66M Buy
53,896
+1,924
+4% +$95.1K 1.36% 13
2013
Q4
$2.56M Sell
51,972
-17,697
-25% -$875K 1.38% 14
2013
Q3
$3.44M Sell
69,669
-60
-0.1% -$2.96K 2.16% 14
2013
Q2
$3.42M Buy
+69,729
New +$3.47M 2.5% 11

Other funds holding VTIP

Moller Wealth Partners's VTIP Position: Q2 2026 in Review

Moller Wealth Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.1% in Q2 2026, buying an estimated $1.21M and bringing the position to 807,517 shares worth $40.6M. The position accounts for 7.34% of the portfolio, ranked #3.

Moller Wealth Partners first reported a position in VTIP in Q2 2013 and has held it in 53 quarters since. 398 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Moller Wealth Partners held 807,517 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $40.6M as of Q2 2026.
  • Moller Wealth Partners bought 24,119 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.21M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 7.34% of Moller Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • Moller Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 53 quarters since.
  • 398 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.