Kerntke Otto McGlone Wealth Management Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	–	Sell	-5,149	Closed	-$257K	–	100
2026 Q1	$257K	Sell	5,149 -80	-2%	-$3.98K	0.18%	75
2025 Q4	$259K	Buy	+5,229	New	+$261K	0.18%	72
2024 Q2	–	Sell	-4,837	Closed	-$232K	–	74
2024 Q1	$232K	Sell	4,837 -22,220	-82%	-$1.06M	0.23%	63
2023 Q4	$1.28M	Sell	27,057 -6,351	-19%	-$301K	1.28%	19
2023 Q3	$1.58M	Sell	33,408 -40,351	-55%	-$1.91M	1.63%	17
2023 Q2	$3.5M	Sell	73,759 -5,418	-7%	-$258K	3.42%	8
2023 Q1	$3.79M	Sell	79,177 -43,932	-36%	-$2.07M	3.89%	7
2022 Q4	$5.75M	Sell	123,109 -7,529	-6%	-$359K	6.61%	5
2022 Q3	$6.29M	Buy	130,638 +3,969	+3%	+$197K	9.46%	1
2022 Q2	$6.35M	Buy	126,669 +9,757	+8%	+$494K	9.47%	1
2022 Q1	$5.99M	Buy	116,912 +54,724	+88%	+$2.81M	13.69%	3
2021 Q4	$3.2M	Buy	+62,188	New	+$3.24M	3.89%	8

Other funds holding VTIP

EWM

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's VTIP Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 5,149 shares — an estimated $257K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in VTIP in Q4 2021 and held it in 12 quarters. The position peaked at $6.35M in Q2 2022. 436 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 5,149 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $257K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 12 quarters.
Kerntke Otto McGlone Wealth Management Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.35M in Q2 2022.
436 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.