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 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 $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Keebeck Wealth Management's VTIP Position: Q1 2026 in Review

Keebeck Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 118% in Q1 2026, buying an estimated $745K and bringing the position to 27,672 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #134.

Keebeck Wealth Management first reported a position in VTIP in Q4 2022 and has held it in 6 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Keebeck Wealth Management held 27,672 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.38M as of Q1 2026.
Keebeck Wealth Management bought 14,980 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $745K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.16% of Keebeck Wealth Management's portfolio in Q1 2026, its #134 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 6 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.