Morningstar Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Morningstar Investment Management’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	$6.06M	Hold	121,257	–	–	0.37%	56
2026 Q1	$6.06M	Sell	121,257 -3,134	-3%	-$156K	0.38%	56
2025 Q4	$6.15M	Hold	124,391	–	–	0.36%	61
2025 Q3	$6.3M	Buy	124,391 +45,409	+57%	+$2.29M	0.23%	112
2025 Q2	$3.97M	Buy	78,982 +43,564	+123%	+$2.18M	0.35%	27
2025 Q1	$1.77M	Sell	35,418 -21,111	-37%	-$1.04M	0.15%	43
2024 Q4	$2.74M	Sell	56,529 -10,198	-15%	-$498K	0.22%	39
2024 Q3	$3.27M	Buy	66,727 +10,290	+18%	+$501K	0.32%	34
2024 Q2	$2.74M	Hold	56,437	–	–	0.29%	41
2024 Q1	$2.7M	Sell	56,437 -25,274	-31%	-$1.2M	0.29%	43
2023 Q4	$3.88M	Sell	81,711 -19,036	-19%	-$902K	0.45%	28
2023 Q3	$4.76M	Hold	100,747	–	–	0.65%	23
2023 Q2	$4.78M	Sell	100,747 -432,883	-81%	-$20.6M	0.63%	25
2023 Q1	$25.5M	Hold	533,630	–	–	3.75%	10
2022 Q4	$24.9M	Buy	533,630 +98,485	+23%	+$4.69M	4.21%	8
2022 Q3	$20.9M	Buy	435,145 +249,139	+134%	+$12.3M	3.97%	8
2022 Q2	$9.32M	Buy	186,006 +43,515	+31%	+$2.2M	1.77%	15
2022 Q1	$7.3M	Sell	142,491 -19,384	-12%	-$994K	1.37%	21
2021 Q4	$8.32M	Buy	161,875 +9,754	+6%	+$508K	1.26%	24
2021 Q3	$8M	Hold	152,121	–	–	1.33%	24
2021 Q2	$7.97M	Sell	152,121 -41,953	-22%	-$2.19M	0.89%	31
2021 Q1	$10M	Buy	194,074 +3,638	+2%	+$187K	1%	23
2020 Q4	$9.73M	Sell	190,436 -90,506	-32%	-$4.61M	1.09%	21
2020 Q3	$14.3M	Buy	280,942 +2,082	+0.7%	+$106K	1.78%	20
2020 Q2	$14M	Sell	278,860 -230,804	-45%	-$11.5M	1.93%	17
2020 Q1	$24.8M	Buy	509,664 +121,382	+31%	+$5.96M	4.56%	8
2019 Q4	$19.1M	Buy	388,282 +63,018	+19%	+$3.1M	3.51%	9
2019 Q3	$16M	Sell	325,264 -65,923	-17%	-$3.26M	4.49%	7
2019 Q2	$19.3M	Buy	391,187 +97,895	+33%	+$4.79M	5.95%	6
2019 Q1	$14.3M	Buy	293,292 +71,568	+32%	+$3.46M	7.19%	5
2018 Q4	$10.6M	Buy	+221,724	New	+$10.7M	8.44%	4

Other funds holding VTIP

EWM

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

Morningstar Investment Management's VTIP Position: Q2 2026 in Review

Morningstar Investment Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 121,257 shares worth $6.06M. The position accounts for 0.37% of the portfolio, ranked #56.

Morningstar Investment Management first reported a position in VTIP in Q4 2018 and has held it in 31 quarters since. The position peaked at $25.5M in Q1 2023. 298 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Morningstar Investment Management held 121,257 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.06M as of Q2 2026.
Morningstar Investment Management 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 0.37% of Morningstar Investment Management's portfolio in Q2 2026, its #56 holding.
Morningstar Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 31 quarters since.
Morningstar Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $25.5M in Q1 2023.
298 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.