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Montis Financial’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Montis Financial’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 		– Sell
-12,018
Closed -$594K – 159
2025
Q4 		$594K Sell
12,018
-626
-5% -$31.3K 0.12% 90
2025
Q3 		$640K Buy
+12,644
New +$636K 0.15% 91

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Montis Financial's VTIP Position: Q1 2026 in Review

Montis Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 12,018 shares — an estimated $594K sold.

Montis Financial first reported a position in VTIP in Q3 2025 and held it in 2 quarters. The position peaked at $640K in Q3 2025. 912 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Montis Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
  • Montis Financial sold 12,018 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $594K.
  • Montis Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and held it in 2 quarters.
  • Montis Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $640K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.