Skip to content
Disclosery

Marotta Asset Management: VTIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marotta Asset Management on VTIP, newest first. How the timeline and the estimate are built.

Marotta Asset Management held 659,236 VTIP shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 659,236 shares
    Change vs previous 13F -7,931 shares

    5.51% of the 13F portfolio, value $32,447,574.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 667,167 shares
    Change vs previous 13F +10,991 shares

    5.5% of the 13F portfolio, value $33,038,087.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 656,176 shares
    Change vs previous 13F -801 shares

    6.03% of the 13F portfolio, value $32,723,500.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 656,977 shares
    Change vs previous 13F +16,477 shares

    6.02% of the 13F portfolio, value $32,494,085.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 640,500 shares
    Change vs previous 13F +14,260 shares

    6.03% of the 13F portfolio, value $32,047,427.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 626,240 shares
    Change vs previous 13F -20,804 shares

    6.31% of the 13F portfolio, value $31,481,077.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 647,044 shares
    Change vs previous 13F +7,659 shares

    6.26% of the 13F portfolio, value $31,905,740.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 639,385 shares
    Change vs previous 13F not available

    6.48% of the 13F portfolio, value $30,978,187.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).