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

Morningstar Investment Services’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
2024
Q4 		– Sell
-13,819
Closed -$682K – 396
2024
Q3 		$682K Sell
13,819
-552,204
-98% -$26.9M 0.01% 244
2024
Q2 		$27.5M Sell
566,023
-84,578
-13% -$4.07M 0.3% 88
2024
Q1 		$31.2M Sell
650,601
-646,530
-50% -$30.8M 0.34% 82
2023
Q4 		$61.6M Buy
1,297,131
+639,201
+97% +$30.3M 0.35% 79
2023
Q3 		$31.1M Sell
657,930
-4,066
-0.6% -$192K 0.4% 71
2023
Q2 		$31.4M Buy
661,996
+239,411
+57% +$11.4M 0.4% 74
2023
Q1 		$20.1M Buy
422,585
+11,198
+3% +$527K 0.27% 92
2022
Q4 		$19.2M Buy
+411,387
New +$19.6M 0.26% 96
2021
Q4 		– Sell
-4,394
Closed -$231K – 241
2021
Q3 		$231K Sell
4,394
-1,050
-19% -$55.1K ﹤0.01% 214
2021
Q2 		$285K Sell
5,444
-17,853
-77% -$930K ﹤0.01% 200
2021
Q1 		$1.2M Sell
23,297
-4,916
-17% -$253K 0.02% 165
2020
Q4 		$1.44M Sell
28,213
-3,497
-11% -$178K 0.02% 167
2020
Q3 		$1.62M Sell
31,710
-4,940
-13% -$251K 0.03% 161
2020
Q2 		$1.84M Sell
36,650
-116,190
-76% -$5.77M 0.03% 157
2020
Q1 		$7.44M Sell
152,840
-241,933
-61% -$11.9M 0.14% 116
2019
Q4 		$19.5M Buy
394,773
+11,969
+3% +$589K 0.31% 91
2019
Q3 		$18.8M Buy
382,804
+3,350
+0.9% +$166K 0.32% 86
2019
Q2 		$18.7M Sell
379,454
-18,168
-5% -$890K 0.31% 92
2019
Q1 		$19.4M Sell
397,622
-427
-0.1% -$20.6K 0.33% 89
2018
Q4 		$19.1M Buy
398,049
+4,510
+1% +$217K 0.37% 79
2018
Q3 		$19M Buy
393,539
+13,270
+3% +$648K 0.34% 84
2018
Q2 		$18.6M Buy
380,269
+15,118
+4% +$739K 0.35% 84
2018
Q1 		$17.9M Buy
365,151
+94,082
+35% +$4.58M 0.35% 86
2017
Q4 		$13.2M Buy
271,069
+42,446
+19% +$2.1M 0.27% 92
2017
Q3 		$11.3M Buy
228,623
+38,145
+20% +$1.88M 0.25% 93
2017
Q2 		$9.38M Buy
190,478
+97,142
+104% +$4.8M 0.22% 97
2017
Q1 		$4.62M Buy
93,336
+4,136
+5% +$204K 0.12% 117
2016
Q4 		$4.38M Buy
89,200
+4,774
+6% +$236K 0.14% 106
2016
Q3 		$4.19M Buy
+84,426
New +$4.17M 0.12% 123

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morningstar Investment Services's VTIP Position: Q4 2024 in Review

Morningstar Investment Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 13,819 shares — an estimated $682K sold.

Morningstar Investment Services first reported a position in VTIP in Q3 2016 and held it in 29 quarters. The position peaked at $61.6M in Q4 2023. 766 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

  • Morningstar Investment Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 13,819 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $682K.
  • Morningstar Investment Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2016 and held it in 29 quarters.
  • Morningstar Investment Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $61.6M in Q4 2023.
  • 766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.