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

Monarch Capital 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 Q2	$2.57M	Sell	51,236 -2,100	-4%	-$106K	0.59%	48
2026 Q1	$2.66M	Buy	53,336 +860	+2%	+$42.8K	0.65%	47
2025 Q4	$2.6M	Buy	52,476 +910	+2%	+$45.5K	0.64%	47
2025 Q3	$2.61M	Buy	51,566 +730	+1%	+$36.7K	0.64%	47
2025 Q2	$2.56M	Sell	50,836 -1,902	-4%	-$95K	0.69%	46
2025 Q1	$2.63M	Sell	52,738 -1,183	-2%	-$58.1K	0.73%	41
2024 Q4	$2.61M	Sell	53,921 -226	-0.4%	-$11K	0.72%	42
2024 Q3	$2.67M	Buy	54,147 +370	+0.7%	+$18K	0.72%	43
2024 Q2	$2.61M	Sell	53,777 -2,220	-4%	-$107K	0.77%	41
2024 Q1	$2.68M	Buy	55,997 +630	+1%	+$30K	0.76%	41
2023 Q4	$2.63M	Sell	55,367 -5,158	-9%	-$244K	0.8%	41
2023 Q3	$2.86M	Sell	60,525 -5,725	-9%	-$271K	0.92%	38
2023 Q2	$3.14M	Sell	66,250 -2,473	-4%	-$118K	0.95%	37
2023 Q1	$3.29M	Sell	68,723 -6,277	-8%	-$296K	1.01%	37
2022 Q4	$3.5M	Sell	75,000 -21,659	-22%	-$1.03M	1.07%	36
2022 Q3	$4.65M	Sell	96,659 -13,557	-12%	-$672K	1.52%	25
2022 Q2	$5.52M	Sell	110,216 -7,171	-6%	-$363K	1.65%	22
2022 Q1	$6.01M	Buy	117,387 +19,133	+19%	+$981K	1.59%	22
2021 Q4	$5.05M	Sell	98,254 -3,616	-4%	-$188K	1.3%	29
2021 Q3	$5.36M	Buy	101,870 +44,562	+78%	+$2.34M	1.49%	26
2021 Q2	$3M	Buy	57,308 +12,871	+29%	+$671K	0.86%	41
2021 Q1	$2.29M	Buy	44,437 +18,974	+75%	+$976K	0.68%	45
2020 Q4	$1.3M	Buy	+25,463	New	+$1.3M	0.41%	58

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Monarch Capital Management's VTIP Position: Q2 2026 in Review

Monarch Capital Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.9% in Q2 2026, selling an estimated $106K and leaving 51,236 shares worth $2.57M. The position accounts for 0.59% of the portfolio, ranked #48.

Monarch Capital Management first reported a position in VTIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.01M in Q1 2022. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Monarch Capital Management held 51,236 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.57M as of Q2 2026.
Monarch Capital Management sold 2,100 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $106K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.59% of Monarch Capital Management's portfolio in Q2 2026, its #48 holding.
Monarch Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 23 quarters since.
Monarch Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.01M in Q1 2022.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.