Marotta Asset Management VTP — VANGUARD TOTAL INFLATION-PROTECTED SEC ETF

Ownership history in Marotta Asset Management  ·  1 quarter on record

AI Ownership Summary

Marotta Asset Management reported VANGUARD TOTAL INFLATION-PROTECTED SEC ETF (VTP) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.07% in 2026 Q3. The latest visible filing shows VTP at 0.07% 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 VTP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marotta Asset Management's position in VANGUARD TOTAL INFLATION-PROTECTED SEC ETF, 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
2026 Q3

VTP was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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 Marotta Asset Management held VTP — position size vs. price
% of Fund (quarterly)    VTP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 5,843 — — 0.07% $428K 2026-10-02 $72.24

🏢 Other funds also holding VTP

As of 2026 Q3 — sorted by position size

Wedmont Private Capital 3Y 0.01%

FAQ About Marotta Asset Management and VTP

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

How long has Marotta Asset Management reported owning VTP?

Marotta Asset Management reported VTP across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported VTP position in Marotta Asset Management's portfolio?

The largest reported portfolio weight for VTP was 0.07% in 2026 Q3.

What is the latest reported VTP position on this page?

The most recent filing on this page is 2026 Q3, when Marotta Asset Management reported 5,843 shares, equal to 0.07% of portfolio, with an estimated market value of $428K.

What does the chart on this VTP ownership page compare?

The chart compares Marotta Asset Management's quarterly VTP 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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