Kestra Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Kestra Advisory 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
2026 Q2	$32.1M	Buy	639,705 +451,699	+240%	+$22.7M	0.1%	202
2026 Q1	$9.39M	Buy	188,006 +83,459	+80%	+$4.15M	0.04%	485
2025 Q4	$5.17M	Buy	104,547 +30,112	+40%	+$1.51M	0.02%	713
2025 Q3	$3.77M	Sell	74,435 -13,733	-16%	-$691K	0.02%	826
2025 Q2	$4.43M	Buy	88,168 +28,793	+48%	+$1.44M	0.02%	699
2025 Q1	$2.96M	Sell	59,375 -29,565	-33%	-$1.45M	0.01%	801
2024 Q4	$4.31M	Sell	88,940 -418,224	-82%	-$20.4M	0.02%	631
2024 Q3	$25M	Sell	507,164 -71,362	-12%	-$3.48M	0.14%	145
2024 Q2	$25.4M	Buy	578,526 +508,211	+723%	+$24.4M	0.14%	150
2024 Q1	$3.37M	Sell	70,315 -69,958	-50%	-$3.33M	0.02%	664
2023 Q4	$6.66M	Buy	140,273 +899	+0.6%	+$42.6K	0.05%	366
2023 Q3	$6.59M	Sell	139,374 -12,503	-8%	-$591K	0.06%	312
2023 Q2	$7.2M	Sell	151,877 -12,620	-8%	-$602K	0.07%	291
2023 Q1	$7.87M	Sell	164,497 -232,299	-59%	-$10.9M	0.09%	249
2022 Q4	$18.5M	Buy	396,796 +117,232	+42%	+$5.59M	0.16%	143
2022 Q3	$13.4M	Sell	279,564 -232,207	-45%	-$11.5M	0.14%	165
2022 Q2	$25.6M	Buy	511,771 +353,245	+223%	+$17.9M	0.26%	78
2022 Q1	$8.12M	Buy	158,526 +7,479	+5%	+$384K	0.08%	263
2021 Q4	$7.76M	Sell	151,047 -3,349	-2%	-$174K	0.08%	270
2021 Q3	$8.12M	Buy	154,396 +68,866	+81%	+$3.61M	0.08%	269
2021 Q2	$4.48M	Buy	85,530 +44,568	+109%	+$2.32M	0.05%	383
2021 Q1	$2.11M	Sell	40,962 -122,552	-75%	-$6.3M	0.03%	578
2020 Q4	$8.34M	Buy	163,514 +120,113	+277%	+$6.11M	0.1%	233
2020 Q3	$2.21M	Buy	+43,401	New	+$2.2M	0.04%	407

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

Kestra Advisory Services's VTIP Position: Q2 2026 in Review

Kestra Advisory Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 240% in Q2 2026, buying an estimated $22.7M and bringing the position to 639,705 shares worth $32.1M. The position accounts for 0.1% of the portfolio, ranked #202.

Kestra Advisory Services first reported a position in VTIP in Q3 2020 and has held it in 24 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Kestra Advisory Services held 639,705 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $32.1M as of Q2 2026.
Kestra Advisory Services bought 451,699 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $22.7M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.1% of Kestra Advisory Services's portfolio in Q2 2026, its #202 holding.
Kestra Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and has held it in 24 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.