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

Keebeck Wealth 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 Q2	$1.56M	Buy	30,961 +3,289	+12%	+$165K	0.15%	135
2026 Q1	$1.38M	Buy	27,672 +14,980	+118%	+$745K	0.16%	134
2025 Q4	$628K	Buy	12,692 +603	+5%	+$30.1K	0.07%	190
2025 Q3	$612K	Buy	12,089 +1,328	+12%	+$66.8K	0.07%	185
2025 Q2	$541K	Buy	+10,761	New	+$537K	0.07%	192
2023 Q2	–	Sell	-4,305	Closed	-$206K	–	271
2023 Q1	$206K	Hold	4,305	–	–	0.03%	241
2022 Q4	$201K	Buy	+4,305	New	+$205K	0.04%	232

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Keebeck Wealth Management's VTIP Position: Q2 2026 in Review

Keebeck Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q2 2026, buying an estimated $165K and bringing the position to 30,961 shares worth $1.56M. The position accounts for 0.15% of the portfolio, ranked #135.

Keebeck Wealth Management first reported a position in VTIP in Q4 2022 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Keebeck Wealth Management held 30,961 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.56M as of Q2 2026.
Keebeck Wealth Management bought 3,289 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $165K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.15% of Keebeck Wealth Management's portfolio in Q2 2026, its #135 holding.
Keebeck Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 7 quarters since.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.