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

Mutual Advisors’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	$1.12M	Buy	22,332 +23	+0.1%	+$1.14K	0.02%	556
2025 Q4	$1.1M	Sell	22,309 -435	-2%	-$21.8K	0.02%	547
2025 Q3	$1.14M	Buy	22,744 +180	+0.8%	+$9.06K	0.03%	515
2025 Q2	$1.13M	Sell	22,564 -854	-4%	-$42.6K	0.03%	457
2025 Q1	$1.17M	Sell	23,418 -4,532	-16%	-$222K	0.03%	407
2024 Q4	$1.36M	Buy	27,950 +4,308	+18%	+$210K	0.04%	387
2024 Q3	$1.15M	Sell	23,642 -1,715	-7%	-$83.5K	0.03%	438
2024 Q2	$1.23M	Buy	25,357 +1,500	+6%	+$72.1K	0.04%	421
2024 Q1	$1.14M	Buy	23,857 +1,296	+6%	+$61.7K	0.04%	437
2023 Q4	$1.07M	Buy	22,561 +3,690	+20%	+$175K	0.04%	436
2023 Q3	$892K	Sell	18,871 -4,618	-20%	-$218K	0.03%	453
2023 Q2	$1.11M	Buy	23,489 +3,659	+18%	+$174K	0.04%	405
2023 Q1	$948K	Sell	19,830 -2,318	-10%	-$109K	0.04%	439
2022 Q4	$1.03M	Sell	22,148 -11,360	-34%	-$541K	0.05%	400
2022 Q3	$1.61M	Buy	33,508 +610	+2%	+$30.2K	0.08%	238
2022 Q2	$1.65M	Sell	32,898 -3,169	-9%	-$160K	0.11%	220
2022 Q1	$1.85M	Sell	36,067 -2,310	-6%	-$118K	0.1%	228
2021 Q4	$1.97M	Buy	38,377 +6,403	+20%	+$333K	0.1%	231
2021 Q3	$1.68M	Sell	31,974 -93,334	-74%	-$4.9M	0.1%	248
2021 Q2	$6.57M	Buy	125,308 +100,303	+401%	+$5.23M	0.39%	54
2021 Q1	$1.29M	Buy	25,005 +5,458	+28%	+$281K	0.09%	275
2020 Q4	$999K	Sell	19,547 -1,084	-5%	-$55.2K	0.07%	309
2020 Q3	$1.05M	Buy	+20,631	New	+$1.05M	0.09%	241
2020 Q2	–	Sell	-4,342	Closed	-$212K	–	680
2020 Q1	$212K	Buy	+4,342	New	+$213K	0.03%	488
2019 Q3	–	Sell	-16,123	Closed	-$795K	–	606
2019 Q2	$795K	Buy	+16,123	New	+$790K	0.1%	243

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

Mutual Advisors's VTIP Position: Q1 2026 in Review

Mutual Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.1% in Q1 2026, buying an estimated $1.14K and bringing the position to 22,332 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #556.

Mutual Advisors first reported a position in VTIP in Q2 2019 and has held it in 25 quarters since. The position peaked at $6.57M in Q2 2021. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Mutual Advisors held 22,332 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.12M as of Q1 2026.
Mutual Advisors bought 23 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $1.14K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #556 holding.
Mutual Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2019 and has held it in 25 quarters since.
Mutual Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.57M in Q2 2021.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.