Money Design’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Money Design’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 Q2	$16.7M	Sell	331,306 -43,863	-12%	-$2.19M	0.78%	25
2025 Q1	$18.7M	Buy	375,169 +75,287	+25%	+$3.7M	0.93%	23
2024 Q4	$14.5M	Sell	299,882 -13,106	-4%	-$640K	0.74%	30
2024 Q3	$15.4M	Buy	312,988 +39,878	+15%	+$1.94M	0.77%	30
2024 Q2	$13.3M	Sell	273,110 -52,395	-16%	-$2.52M	0.71%	32
2024 Q1	$15.6M	Buy	325,505 +54,409	+20%	+$2.59M	0.85%	29
2023 Q4	$12.9M	Buy	271,096 +37,428	+16%	+$1.77M	0.73%	34
2023 Q3	$11M	Sell	233,668 -6,418	-3%	-$303K	0.67%	40
2023 Q2	$11.4M	Sell	240,086 -10,124	-4%	-$483K	0.67%	43
2023 Q1	$12M	Buy	250,210 +11,007	+5%	+$518K	0.71%	43
2022 Q4	$11.2M	Buy	239,203 +37,609	+19%	+$1.79M	0.7%	50
2022 Q3	$9.7M	Sell	201,594 -2,873	-1%	-$142K	0.69%	48
2022 Q2	$10.2M	Sell	204,467 -16,851	-8%	-$852K	0.77%	43
2022 Q1	$11.3M	Buy	221,318 +1,203	+0.5%	+$61.7K	0.77%	45
2021 Q4	$11.3M	Sell	220,115 -2,484	-1%	-$129K	0.76%	41
2021 Q3	$11.7M	Buy	222,599 +67,400	+43%	+$3.54M	0.97%	34
2021 Q2	$8.13M	Buy	155,199 +13,562	+10%	+$707K	0.84%	32
2021 Q1	$7.3M	Buy	141,637 +6,887	+5%	+$354K	0.85%	31
2020 Q4	$6.88M	Sell	134,750 -13,685	-9%	-$696K	0.79%	33
2020 Q3	$7.57M	Sell	148,435 -22,887	-13%	-$1.16M	0.91%	33
2020 Q2	$8.6M	Sell	171,322 -5,795	-3%	-$288K	1.22%	28
2020 Q1	$8.63M	Buy	177,117 +57,264	+48%	+$2.81M	1.53%	24
2019 Q4	$5.9M	Sell	119,853 -51,373	-30%	-$2.53M	1.04%	32
2019 Q3	$8.4M	Buy	171,226 +15,708	+10%	+$776K	1.77%	23
2019 Q2	$7.67M	Buy	155,518 +13,657	+10%	+$669K	1.83%	24
2019 Q1	$6.91M	Buy	141,861 +140,458	+10,011%	+$6.78M	1.84%	24
2018 Q4	$67K	Buy	+1,403	New	+$67.5K	0.02%	40

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

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

Money Design's VTIP Position: Q2 2025 in Review

Money Design reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q2 2025, selling an estimated $2.19M and leaving 331,306 shares worth $16.7M. The position accounts for 0.78% of the portfolio, ranked #25.

Money Design first reported a position in VTIP in Q4 2018 and has held it in 27 quarters since. The position peaked at $18.7M in Q1 2025. 829 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Money Design held 331,306 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $16.7M as of Q2 2025.
Money Design sold 43,863 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $2.19M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.78% of Money Design's portfolio in Q2 2025, its #25 holding.
Money Design first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 27 quarters since.
Money Design's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $18.7M in Q1 2025.
829 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.