Ownership history in Marotta Asset Management Β· 18 quarters on record
This page tracks every 13F SEC filing in which Marotta Asset Management reported a position in VANGUARD SHORT INFLATION-PROTECTED ETF (VTIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Marotta Asset Management underperformed the S&P 500 by β10.4% annually on this VTIP position. Timing score: 53% (9/17 decisions correct). Average cost basis: $43.38. Maximum drawdown during holding period: β4.2%.
β Significantly underperformed the S&P 500 by 10.4% ann.
17 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 17 add/trim decisions correct
Best entry: $42.00 (2022 Q3) Β· Worst: $49.46 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
14 adds Β· 4 trims. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 6.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size