S.A. Mason’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

S.A. Mason’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 Q3	$1.27M	Buy	25,869 +5	+0%	+$248	0.37%	66
2026 Q2	$1.3M	Hold	25,864	–	–	0.4%	63
2026 Q1	$1.29M	Hold	25,864	–	–	0.49%	56
2025 Q4	$1.28M	Sell	25,864 -6,000	-19%	-$300K	0.51%	56
2025 Q3	$1.61M	Hold	31,864	–	–	0.71%	34
2025 Q2	$1.6M	Hold	31,864	–	–	0.78%	32
2025 Q1	$1.59M	Sell	31,864 -10	-0%	-$491	0.84%	29
2024 Q4	$1.54M	Sell	31,874 -22	-0.1%	-$1.08K	0.81%	30
2024 Q3	$1.57M	Hold	31,896	–	–	0.83%	26
2024 Q2	$1.55M	Sell	31,896 -69	-0.2%	-$3.32K	0.88%	25
2024 Q1	$1.53M	Buy	31,965 +147	+0.5%	+$7K	0.92%	21
2023 Q4	$1.51M	Buy	31,818 +65	+0.2%	+$3.08K	1.01%	22
2023 Q3	$1.5M	Sell	31,753 -173	-0.5%	-$8.17K	1.08%	18
2023 Q2	$1.53M	Hold	31,926	–	–	1.11%	17
2023 Q1	$1.53M	Sell	31,926 -245	-0.8%	-$11.5K	1.11%	17
2022 Q4	$1.5M	Sell	32,171 -530	-2%	-$25.3K	1.13%	17
2022 Q3	$1.57M	Sell	32,701 -65	-0.2%	-$3.22K	1.24%	13
2022 Q2	$1.64M	Sell	32,766 -350	-1%	-$17.7K	1.2%	13
2022 Q1	$1.7M	Sell	33,116 -95	-0.3%	-$4.87K	1.06%	15
2021 Q4	$1.71M	Buy	33,211 +1,231	+4%	+$64.1K	1.03%	16
2021 Q3	$1.68M	Buy	31,980 +441	+1%	+$23.1K	1.11%	15
2021 Q2	$1.65M	Buy	31,539 +655	+2%	+$34.1K	1.14%	14
2021 Q1	$1.59M	Buy	30,884 +1,050	+4%	+$54K	1.19%	13
2020 Q4	$1.52M	Buy	29,834 +2,350	+9%	+$120K	1.27%	14
2020 Q3	$1.4M	Buy	27,484 +9,629	+54%	+$488K	1.33%	15
2020 Q2	$896K	Hold	17,855	–	–	0.94%	28
2020 Q1	$870K	Buy	17,855 +8,810	+97%	+$433K	1.06%	21
2019 Q4	$446K	Buy	+9,045	New	+$445K	0.43%	71

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

S.A. Mason's VTIP Position: Q3 2026 in Review

S.A. Mason increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.02% in Q3 2026, buying an estimated $248 and bringing the position to 25,869 shares worth $1.27M. The position accounts for 0.37% of the portfolio, ranked #66.

S.A. Mason first reported a position in VTIP in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.71M in Q4 2021. 279 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

S.A. Mason held 25,869 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.27M as of Q3 2026.
S.A. Mason bought 5 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $248.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.37% of S.A. Mason's portfolio in Q3 2026, its #66 holding.
S.A. Mason first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 28 quarters since.
S.A. Mason's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.71M in Q4 2021.
279 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.