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KFS
Kelly Financial Services’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Kelly Financial Services’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
2022
Q3
–
Sell
-137
Closed
-$6.86K
–
719
2022
Q2
$6.86K
Buy
137
+1
+0.7%
+$51
﹤0.01%
364
2022
Q1
$6.95K
Hold
136
–
–
﹤0.01%
385
2021
Q4
$6.97K
Buy
136
+5
+4%
+$260
﹤0.01%
397
2021
Q3
$6.88K
Sell
131
-6,668
-98%
-$350K
﹤0.01%
379
2021
Q2
$130K
Buy
6,799
+6,647
+4,373%
+$346K
0.01%
345
2021
Q1
$7.83K
Hold
152
–
–
﹤0.01%
336
2020
Q4
$7.77K
Hold
152
–
–
0.01%
312
2020
Q3
$7.75K
Hold
152
–
–
0.01%
282
2020
Q2
$7.63K
Hold
152
–
–
0.01%
282
2020
Q1
$7.41K
Hold
152
–
–
0.01%
248
2019
Q4
$7.49K
Hold
152
–
–
0.01%
262
2019
Q3
$7.46K
Hold
152
–
–
0.01%
260
2019
Q2
$7.5K
Hold
152
–
–
0.01%
256
2019
Q1
$7.4K
Buy
+152
New
+$7.34K
0.01%
253
Other funds holding VTIP
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$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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