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

Kestra Private Wealth 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
Q1 		$630K Buy
12,621
+1,146
+10% +$57K 0.01% 1084
2025
Q4 		$568K Buy
11,475
+895
+8% +$44.8K 0.01% 1099
2025
Q3 		$536K Buy
10,580
+34
+0.3% +$1.71K 0.01% 1060
2025
Q2 		$530K Buy
10,546
+634
+6% +$31.7K 0.01% 1009
2025
Q1 		$495K Buy
9,912
+1,581
+19% +$77.6K 0.01% 961
2024
Q4 		$403K Buy
8,331
+1,488
+22% +$72.7K 0.01% 1025
2024
Q3 		$337K Buy
6,843
+151
+2% +$7.35K 0.01% 1049
2024
Q2 		$325K Sell
6,692
-2,877
-30% -$138K 0.01% 1017
2024
Q1 		$458K Sell
9,569
-665
-6% -$31.7K 0.01% 836
2023
Q4 		$486K Buy
10,234
+1,778
+21% +$84.2K 0.01% 736
2023
Q3 		$400K Buy
8,456
+2,121
+33% +$100K 0.01% 751
2023
Q2 		$300K Sell
6,335
-4,543
-42% -$217K 0.01% 820
2023
Q1 		$520K Buy
+10,878
New +$512K 0.02% 585

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kestra Private Wealth Services's VTIP Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 10% in Q1 2026, buying an estimated $57K and bringing the position to 12,621 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #1084.

Kestra Private Wealth Services first reported a position in VTIP in Q1 2023 and has held it in 13 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Kestra Private Wealth Services held 12,621 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $630K as of Q1 2026.
  • Kestra Private Wealth Services bought 1,146 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $57K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1084 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 13 quarters since.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.