Key Financial Inc’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Key Financial Inc’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	$240K	Hold	4,797	–	–	0.04%	265
2025 Q4	$237K	Buy	4,797 +61	+1%	+$3.05K	0.04%	262
2025 Q3	$237K	Buy	4,736 +37	+0.8%	+$1.86K	0.04%	262
2025 Q2	$236K	Buy	4,699 +1	+0%	+$50	0.05%	252
2025 Q1	$234K	Sell	4,698 -492	-9%	-$24.1K	0.05%	241
2024 Q4	$251K	Buy	5,190 +488	+10%	+$23.8K	0.06%	220
2024 Q3	$232K	Hold	4,702	–	–	0.05%	234
2024 Q2	$228K	Hold	4,702	–	–	0.05%	227
2024 Q1	$225K	Sell	4,702 -157	-3%	-$7.47K	0.06%	217
2023 Q4	$231K	Sell	4,859 -178	-4%	-$8.43K	0.06%	203
2023 Q3	$238K	Buy	5,037 +570	+13%	+$26.9K	0.08%	184
2023 Q2	$212K	Hold	4,467	–	–	0.07%	200
2023 Q1	$214K	Buy	4,467 +4,249	+1,949%	+$200K	0.08%	186
2022 Q4	$10.5K	Hold	218	–	–	﹤0.01%	621
2022 Q3	$10K	Buy	218 +200	+1,111%	+$9.91K	﹤0.01%	640
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1064
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	1045
2021 Q4	$1K	Buy	+18	New	+$937	﹤0.01%	929

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Key Financial Inc's VTIP Position: Q1 2026 in Review

Key Financial Inc held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 4,797 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #265.

Key Financial Inc first reported a position in VTIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $251K in Q4 2024. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Key Financial Inc held 4,797 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $240K as of Q1 2026.
Key Financial Inc left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #265 holding.
Key Financial Inc first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 18 quarters since.
Key Financial Inc's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $251K in Q4 2024.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.