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

Moloney Securities Asset 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
2025
Q3 		$1.44M Sell
28,362
-410
-1% -$20.6K 0.17% 146
2025
Q2 		$1.45M Buy
28,772
+881
+3% +$44K 0.18% 140
2025
Q1 		$1.39M Buy
27,891
+2,606
+10% +$128K 0.19% 135
2024
Q4 		$1.22M Buy
25,285
+2,760
+12% +$135K 0.16% 151
2024
Q3 		$1.11M Buy
22,525
+234
+1% +$11.4K 0.15% 165
2024
Q2 		$1.08M Sell
22,291
-134
-0.6% -$6.44K 0.16% 148
2024
Q1 		$1.07M Buy
22,425
+275
+1% +$13.1K 0.16% 152
2023
Q4 		$1.05M Buy
22,150
+4,083
+23% +$193K 0.17% 146
2023
Q3 		$854K Buy
18,067
+1,511
+9% +$71.4K 0.15% 156
2023
Q2 		$785K Buy
16,556
+2,236
+16% +$107K 0.14% 176
2023
Q1 		$685K Buy
14,320
+1,000
+8% +$47.1K 0.13% 194
2022
Q4 		$622K Sell
13,320
-1,084
-8% -$51.7K 0.14% 197
2022
Q3 		$693K Buy
14,404
+364
+3% +$18K 0.17% 162
2022
Q2 		$704K Sell
14,040
-1,050
-7% -$53.1K 0.16% 172
2022
Q1 		$773K Buy
15,090
+2,730
+22% +$140K 0.15% 177
2021
Q4 		$635K Sell
12,360
-464
-4% -$24.1K 0.11% 211
2021
Q3 		$674K Buy
12,824
+9
+0.1% +$472 0.12% 205
2021
Q2 		$672K Buy
+12,815
New +$668K 0.12% 206

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moloney Securities Asset Management's VTIP Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.4% in Q3 2025, selling an estimated $20.6K and leaving 28,362 shares worth $1.44M. The position accounts for 0.17% of the portfolio, ranked #146.

Moloney Securities Asset Management first reported a position in VTIP in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.45M in Q2 2025. 837 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

  • Moloney Securities Asset Management held 28,362 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.44M as of Q3 2025.
  • Moloney Securities Asset Management sold 410 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $20.6K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.17% of Moloney Securities Asset Management's portfolio in Q3 2025, its #146 holding.
  • Moloney Securities Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 18 quarters since.
  • Moloney Securities Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.45M in Q2 2025.
  • 837 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.