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

Moneta Group Investment 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	$211K	Hold	4,222	–	–	﹤0.01%	753
2025 Q4	$209K	Sell	4,222 -2,389	-36%	-$119K	﹤0.01%	769
2025 Q3	$335K	Buy	+6,611	New	+$333K	﹤0.01%	594
2024 Q2	–	Sell	-7,117	Closed	-$341K	–	635
2024 Q1	$341K	Buy	+7,117	New	+$339K	0.01%	445
2022 Q2	–	Sell	-4,472	Closed	-$229K	–	505
2022 Q1	$229K	Buy	+4,472	New	+$229K	0.01%	399

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

Moneta Group Investment Advisors's VTIP Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 4,222 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Moneta Group Investment Advisors first reported a position in VTIP in Q1 2022 and has held it in 5 quarters since. The position peaked at $341K in Q1 2024. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Moneta Group Investment Advisors held 4,222 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $211K as of Q1 2026.
Moneta Group Investment Advisors left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #753 holding.
Moneta Group Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 5 quarters since.
Moneta Group Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $341K in Q1 2024.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.