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 Q3	$205	Sell	4 -641	-99%	-$31.8K	﹤0.01%	116
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 $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Keystone Financial Group (Georgia)'s VTIP Position: Q3 2026 in Review

Keystone Financial Group (Georgia) reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 99% in Q3 2026, selling an estimated $31.8K and leaving 4 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #116.

Keystone Financial Group (Georgia) first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.76M in Q4 2024. 600 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Keystone Financial Group (Georgia) held 4 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $205 as of Q3 2026.
Keystone Financial Group (Georgia) sold 641 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $31.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Keystone Financial Group (Georgia)'s portfolio in Q3 2026, its #116 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 8 quarters since.
Keystone Financial Group (Georgia)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.76M in Q4 2024.
600 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2026, filed 13 Oct 2026.