KCM
VTIP icon

Kathmere Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Kathmere Capital Management’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.96M Buy
59,172
+30,469
+106% +$1.52M 0.18% 97
2025
Q4 		$1.42M Buy
28,703
+2,033
+8% +$102K 0.1% 142
2025
Q3 		$1.35M Buy
26,670
+12,037
+82% +$606K 0.1% 141
2025
Q2 		$736K Buy
14,633
+1,379
+10% +$68.9K 0.06% 209
2025
Q1 		$661K Buy
13,254
+5,817
+78% +$286K 0.06% 197
2024
Q4 		$360K Hold
7,437
– – 0.03% 285
2024
Q3 		$367K Buy
7,437
+122
+2% +$5.94K 0.03% 260
2024
Q2 		$355K Buy
+7,315
New +$352K 0.04% 234
2021
Q1 		– Sell
-1
Closed – – 402
2020
Q4 		$0 Sell
1
-319
-100% -$16.2K ﹤0.01% 448
2020
Q3 		$16K Buy
+320
New +$16.2K ﹤0.01% 279

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VA
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Morgan Stanley
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SEI Investments
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CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return