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

MOTCO’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	$36K	Hold	720	–	–	﹤0.01%	357
2025 Q4	$35.6K	Hold	720	–	–	﹤0.01%	354
2025 Q3	$36.5K	Hold	720	–	–	﹤0.01%	350
2025 Q2	$36K	Hold	720	–	–	﹤0.01%	332
2025 Q1	$35.9K	Hold	720	–	–	﹤0.01%	312
2024 Q4	$34.9K	Hold	720	–	–	﹤0.01%	311
2024 Q3	$35.5K	Hold	720	–	–	﹤0.01%	366
2024 Q2	$34.9K	Hold	720	–	–	﹤0.01%	453
2024 Q1	$34.5K	Hold	720	–	–	﹤0.01%	428
2023 Q4	$34.2K	Hold	720	–	–	﹤0.01%	383
2023 Q3	$34K	Hold	720	–	–	﹤0.01%	395
2023 Q2	$34.1K	Sell	720 -359	-33%	-$17.1K	﹤0.01%	391
2023 Q1	$51.6K	Hold	1,079	–	–	﹤0.01%	339
2022 Q4	$50.4K	Sell	1,079 -687	-39%	-$32.7K	﹤0.01%	342
2022 Q3	$85K	Buy	1,766 +1,046	+145%	+$51.8K	0.01%	312
2022 Q2	$36K	Sell	720 -142	-16%	-$7.18K	﹤0.01%	387
2022 Q1	$44K	Buy	862 +142	+20%	+$7.28K	﹤0.01%	367
2021 Q4	$37K	Hold	720	–	–	﹤0.01%	377
2021 Q3	$38K	Hold	720	–	–	﹤0.01%	375
2021 Q2	$38K	Sell	720 -114	-14%	-$5.94K	﹤0.01%	380
2021 Q1	$43K	Hold	834	–	–	﹤0.01%	355
2020 Q4	$43K	Hold	834	–	–	﹤0.01%	372
2020 Q3	$43K	Sell	834 -378	-31%	-$19.2K	﹤0.01%	350
2020 Q2	$61K	Sell	1,212 -970	-44%	-$48.2K	0.01%	302
2020 Q1	$106K	Hold	2,182	–	–	0.01%	249
2019 Q4	$108K	Sell	2,182 -1,000	-31%	-$49.2K	0.01%	262
2019 Q3	$156K	Sell	3,182 -4,000	-56%	-$198K	0.01%	238
2019 Q2	$354K	Sell	7,182 -15,048	-68%	-$737K	0.03%	181
2019 Q1	$1.08M	Sell	22,230 -98,322	-82%	-$4.75M	0.11%	133
2018 Q4	$5.78M	Sell	120,552 -2,354	-2%	-$113K	0.64%	38
2018 Q3	$5.95M	Sell	122,906 -387	-0.3%	-$18.9K	0.59%	49
2018 Q2	$6.02M	Sell	123,293 -5,354	-4%	-$262K	0.62%	43
2018 Q1	$6.29M	Sell	128,647 -211	-0.2%	-$10.3K	0.64%	39
2017 Q4	$6.29M	Sell	128,858 -5,691	-4%	-$281K	0.63%	41
2017 Q3	$6.65M	Sell	134,549 -748	-0.6%	-$37K	0.68%	40
2017 Q2	$6.66M	Sell	135,297 -647	-0.5%	-$32K	0.69%	36
2017 Q1	$6.73M	Sell	135,944 -2,306	-2%	-$114K	0.73%	36
2016 Q4	$6.8M	Sell	138,250 -808	-0.6%	-$39.9K	0.76%	34
2016 Q3	$6.9M	Sell	139,058 -3,403	-2%	-$168K	0.77%	36
2016 Q2	$7.05M	Sell	142,461 -2,260	-2%	-$111K	0.78%	35
2016 Q1	$7.11M	Sell	144,721 -3,934	-3%	-$191K	0.8%	33
2015 Q4	$7.19M	Sell	148,655 -66,033	-31%	-$3.19M	0.85%	29
2015 Q3	$10.4M	Sell	214,688 -1,846	-0.9%	-$89.4K	1.26%	15
2015 Q2	$10.5M	Sell	216,534 -7,933	-4%	-$386K	1.2%	18
2015 Q1	$10.9M	Sell	224,467 -25,508	-10%	-$1.24M	1.22%	18
2014 Q4	$12.1M	Sell	249,975 -57,777	-19%	-$2.84M	1.28%	18
2014 Q3	$15.2M	Buy	307,752 +10,311	+3%	+$514K	1.6%	11
2014 Q2	$14.9M	Sell	297,441 -10,604	-3%	-$528K	1.63%	9
2014 Q1	$15.2M	Sell	308,045 -4,576	-1%	-$226K	1.74%	8
2013 Q4	$15.4M	Sell	312,621 -3,895	-1%	-$193K	1.78%	8
2013 Q3	$15.6M	Buy	316,516 +22,470	+8%	+$1.11M	1.91%	9
2013 Q2	$14.4M	Buy	+294,046	New	+$14.6M	1.84%	9

Other funds holding VTIP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MOTCO's VTIP Position: Q1 2026 in Review

MOTCO held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 720 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

MOTCO first reported a position in VTIP in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.6M in Q3 2013. 912 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

MOTCO held 720 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $36K as of Q1 2026.
MOTCO left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #357 holding.
MOTCO first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 52 quarters since.
MOTCO's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $15.6M in Q3 2013.
912 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.