KIM
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Kestra Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-239
Closed -$11.6K – 1406
2024
Q4 		$11.6K Buy
+239
New +$11.7K ﹤0.01% 811

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WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Kestra Investment Management's VTIP Position: Q1 2025 in Review

Kestra Investment Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 239 shares — an estimated $11.6K sold.

Kestra Investment Management first reported a position in VTIP in Q4 2024 and held it in 1 quarter. The position peaked at $11.6K in Q4 2024. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

  • Kestra Investment Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 239 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $11.6K.
  • Kestra Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.6K in Q4 2024.
  • 786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.