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Morningstar Investment Management LLC: VTIP position timeline

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

Morningstar Investment Management LLC held 121,257 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,257 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $6,056,787.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 121,257 shares
    Change vs previous 13F -3,134 shares

    0.37% of the 13F portfolio, value $6,056,787.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 124,391 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $6,152,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 124,391 shares
    Change vs previous 13F +45,409 shares

    0.23% of the 13F portfolio, value $6,298,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 78,982 shares
    Change vs previous 13F +43,564 shares

    0.35% of the 13F portfolio, value $3,970,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 35,418 shares
    Change vs previous 13F -21,111 shares

    0.15% of the 13F portfolio, value $1,767,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 56,529 shares
    Change vs previous 13F -24,017 shares

    0.22% of the 13F portfolio, value $2,737,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 56,529 shares

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

  8. period ended2024-09-30
    13F 80,546 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,948,000.

    13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 13,819 shares
    • Morningstar Investment Management LLC: 66,727 shares

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