VTIP β€” Vanguard Shrt-Term Infl-Prot S

Ownership history in Marathon Strategic Advisors, LLC  Β·  8 quarters on record

AI Ownership Summary

Marathon Strategic Advisors, LLC reported Vanguard Shrt-Term Infl-Prot S (VTIP) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.06% in 2024 Q1. The latest visible filing shows VTIP at 1.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marathon Strategic Advisors, LLC's position in Vanguard Shrt-Term Infl-Prot S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VTIP was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.06% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Marathon Strategic Advisors, LLC held VTIP β€” position size vs. price
% of Fund (quarterly)    VTIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 26,421 -40 -0.2% 1.00% $1.3M 2026-02-14 (Est.) $49.75
2025 Q3 ADDED 26,461 +94 +0.4% 1.07% $1.3M 2025-10-09 $49.30
2025 Q2 REDUCED 26,367 -611 -2.3% 1.23% $1.3M 2025-07-29 $48.74
2025 Q1 REDUCED 26,978 -504 -1.8% 1.45% $1.3M 2025-04-17 $48.09
2024 Q4 ADDED 27,482 +16 +0.1% 1.44% $1.3M 2025-01-17 $46.88
2024 Q3 REDUCED 27,466 -1,616 -5.6% 1.43% $1.4M 2024-10-07 $46.50
2024 Q2 REDUCED 29,082 -3,022 -9.4% 1.65% $1.4M 2024-07-08 $45.65
2024 Q1 INITIATED 32,104 β€” β€” 2.06% $1.5M 2024-04-30 $44.82

FAQ About Marathon Strategic Advisors, LLC and VTIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Marathon Strategic Advisors, LLC reported owning VTIP?

Marathon Strategic Advisors, LLC reported VTIP across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported VTIP position in Marathon Strategic Advisors, LLC's portfolio?

The largest reported portfolio weight for VTIP was 2.06% in 2024 Q1.

What is the latest reported VTIP position on this page?

The most recent filing on this page is 2025 Q4, when Marathon Strategic Advisors, LLC reported 26,421 shares, equal to 1.00% of portfolio, with an estimated market value of $1.3M.

What does the chart on this VTIP ownership page compare?

The chart compares Marathon Strategic Advisors, LLC's quarterly VTIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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