Keystone Financial Group (Georgia)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Keystone Financial Group (Georgia)’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	$32.4K	Sell	645 -2,907	-82%	-$146K	0.02%	92
2026 Q1	$177K	Sell	3,552 -1,653	-32%	-$82.2K	0.09%	59
2025 Q4	$257K	Sell	5,205 -162	-3%	-$8.1K	0.13%	54
2025 Q3	$272K	Sell	5,367 -4,891	-48%	-$246K	0.15%	51
2025 Q2	$514K	Sell	10,258 -60,873	-86%	-$3.04M	0.33%	39
2025 Q1	$3.56M	Sell	71,131 -6,427	-8%	-$315K	2.51%	11
2024 Q4	$3.76M	Buy	+77,558	New	+$3.79M	3.04%	7

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

Keystone Financial Group (Georgia)'s VTIP Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 82% in Q2 2026, selling an estimated $146K and leaving 645 shares worth $32.4K. The position accounts for 0.02% of the portfolio, ranked #92.

Keystone Financial Group (Georgia) first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.76M in Q4 2024. 951 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Keystone Financial Group (Georgia) held 645 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $32.4K as of Q2 2026.
Keystone Financial Group (Georgia) sold 2,907 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $146K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #92 holding.
Keystone Financial Group (Georgia) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Group (Georgia)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.76M in Q4 2024.
951 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.