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

Keystone Financial Group (Kentucky)’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
Q3 		– Sell
-4,004
Closed -$201K – 480
2025
Q2 		$201K Sell
4,004
-70
-2% -$3.5K 0.02% 402
2025
Q1 		$203K Sell
4,074
-100
-2% -$4.91K 0.02% 374
2024
Q4 		$202K Hold
4,174
– – 0.02% 369
2024
Q3 		$206K Buy
+4,174
New +$203K 0.03% 350
2024
Q2 		– Sell
-5,224
Closed -$250K – 336
2024
Q1 		$250K Sell
5,224
-1,464
-22% -$69.7K 0.04% 286
2023
Q4 		$318K Sell
6,688
-178
-3% -$8.43K 0.06% 206
2023
Q3 		$325K Sell
6,866
-4,000
-37% -$189K 0.05% 207
2023
Q2 		$515K Buy
+10,866
New +$518K 0.09% 152
2022
Q4 		$5.62M Buy
120,393
+152
+0.1% +$7.24K 1.11% 20
2022
Q3 		$5.79M Buy
120,241
+549
+0.5% +$27.2K 1.17% 19
2022
Q2 		$6M Sell
119,692
-12,980
-10% -$657K 1.19% 17
2022
Q1 		$6.79M Buy
132,672
+79,707
+150% +$4.09M 1.15% 18
2021
Q4 		$2.72M Buy
52,965
+9,601
+22% +$500K 0.45% 48
2021
Q3 		$2.28M Buy
43,364
+34,568
+393% +$1.81M 0.41% 60
2021
Q2 		$461K Hold
8,796
– – 0.08% 167
2021
Q1 		$453K Buy
8,796
+1,585
+22% +$81.5K 0.09% 163
2020
Q4 		$368K Sell
7,211
-22
-0.3% -$1.12K 0.08% 172
2020
Q3 		$369K Buy
7,233
+2,975
+70% +$151K 0.09% 159
2020
Q2 		$214K Hold
4,258
– – 0.06% 207
2020
Q1 		$207K Hold
4,258
– – 0.07% 187
2019
Q4 		$210K Buy
+4,258
New +$210K 0.06% 235
2018
Q1 		– Sell
-4,060
Closed -$301K – 178
2017
Q4 		$301K Buy
+4,060
New +$201K 0.19% 89

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s VTIP Position: Q3 2025 in Review

Keystone Financial Group (Kentucky) sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 4,004 shares — an estimated $201K sold.

Keystone Financial Group (Kentucky) first reported a position in VTIP in Q4 2017 and held it in 22 quarters. The position peaked at $6.79M in Q1 2022. 840 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

  • Keystone Financial Group (Kentucky) reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 4,004 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $201K.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 22 quarters.
  • Keystone Financial Group (Kentucky)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.79M in Q1 2022.
  • 840 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2025, filed 14 Nov 2025.