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 Q2	$211K	Sell	4,194 -28	-0.7%	-$1.41K	﹤0.01%	825
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 $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

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

Moneta Group Investment Advisors's VTIP Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.66% in Q2 2026, selling an estimated $1.41K and leaving 4,194 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Moneta Group Investment Advisors first reported a position in VTIP in Q1 2022 and has held it in 6 quarters since. The position peaked at $341K in Q1 2024. 953 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Moneta Group Investment Advisors held 4,194 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $211K as of Q2 2026.
Moneta Group Investment Advisors sold 28 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.41K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #825 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 6 quarters since.
Moneta Group Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $341K in Q1 2024.
953 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.