SAM
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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
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% -$1.07K 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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

S.A. Mason's VTIP Position: Q1 2026 in Review

S.A. Mason held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 25,864 shares worth $1.29M. The position accounts for 0.49% of the portfolio, ranked #56.

S.A. Mason first reported a position in VTIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.71M in Q4 2021. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • S.A. Mason held 25,864 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.29M as of Q1 2026.
  • S.A. Mason 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 0.49% of S.A. Mason's portfolio in Q1 2026, its #56 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 26 quarters since.
  • S.A. Mason's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.71M in Q4 2021.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.