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Montag & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Montag & Associates’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 		$31.6K Hold
630
– – ﹤0.01% 648
2026
Q1 		$31.5K Sell
630
-671
-52% -$33.4K ﹤0.01% 637
2025
Q4 		$64.3K Hold
1,301
– – ﹤0.01% 562
2025
Q3 		$65.9K Hold
1,301
– – ﹤0.01% 548
2025
Q2 		$65.4K Hold
1,301
– – ﹤0.01% 532
2025
Q1 		$64.9K Buy
1,301
+671
+107% +$32.9K ﹤0.01% 562
2024
Q4 		$30.5K Hold
630
– – ﹤0.01% 668
2024
Q3 		$31.1K Hold
630
– – ﹤0.01% 681
2024
Q2 		$30.6K Hold
630
– – ﹤0.01% 662
2024
Q1 		$30.2K Hold
630
– – ﹤0.01% 658
2023
Q4 		$29.9K Hold
630
– – ﹤0.01% 651
2023
Q3 		$29.8K Hold
630
– – ﹤0.01% 616
2023
Q2 		$29.9K Hold
630
– – ﹤0.01% 632
2023
Q1 		$30.1K Sell
630
-7,095
-92% -$334K ﹤0.01% 626
2022
Q4 		$361K Buy
7,725
+104
+1% +$4.96K 0.02% 305
2022
Q3 		$367K Buy
7,621
+1,293
+20% +$64.1K 0.03% 294
2022
Q2 		$317K Buy
6,328
+722
+13% +$36.5K 0.02% 313
2022
Q1 		$287K Buy
5,606
+4,976
+790% +$255K 0.02% 352
2021
Q4 		$32K Hold
630
– – ﹤0.01% 631
2021
Q3 		$33K Hold
630
– – ﹤0.01% 621
2021
Q2 		$33K Hold
630
– – ﹤0.01% 603
2021
Q1 		$32K Hold
630
– – ﹤0.01% 609
2020
Q4 		$32K Buy
+630
New +$32.1K ﹤0.01% 588

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Montag & Associates's VTIP Position: Q2 2026 in Review

Montag & Associates held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 630 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Montag & Associates first reported a position in VTIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $367K in Q3 2022. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Montag & Associates held 630 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $31.6K as of Q2 2026.
  • Montag & Associates left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #648 holding.
  • Montag & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $367K in Q3 2022.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.