MONECO Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

MONECO Advisors’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	$472K	Sell	9,446 -1,846	-16%	-$91.8K	0.04%	316
2025 Q4	$559K	Buy	11,292 +867	+8%	+$43.4K	0.04%	289
2025 Q3	$528K	Sell	10,425 -214	-2%	-$10.8K	0.04%	292
2025 Q2	$535K	Buy	10,639 +118	+1%	+$5.89K	0.05%	282
2025 Q1	$525K	Buy	10,521 +2,623	+33%	+$129K	0.05%	273
2024 Q4	$382K	Buy	7,898 +1,576	+25%	+$77K	0.04%	328
2024 Q3	$312K	Sell	6,322 -238	-4%	-$11.6K	0.04%	335
2024 Q2	$318K	Sell	6,560 -1,268	-16%	-$61K	0.05%	311
2024 Q1	$375K	Sell	7,828 -462	-6%	-$22K	0.06%	276
2023 Q4	$394K	Sell	8,290 -617	-7%	-$29.2K	0.08%	243
2023 Q3	$421K	Buy	8,907 +245	+3%	+$11.6K	0.11%	205
2023 Q2	$411K	Buy	8,662 +658	+8%	+$31.4K	0.11%	199
2023 Q1	$383K	Buy	+8,004	New	+$377K	0.11%	204

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

MONECO Advisors's VTIP Position: Q1 2026 in Review

MONECO Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 16% in Q1 2026, selling an estimated $91.8K and leaving 9,446 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #316.

MONECO Advisors first reported a position in VTIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $559K in Q4 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

MONECO Advisors held 9,446 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $472K as of Q1 2026.
MONECO Advisors sold 1,846 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $91.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of MONECO Advisors's portfolio in Q1 2026, its #316 holding.
MONECO Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 13 quarters since.
MONECO Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $559K in Q4 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.