Kingswood Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Kingswood Wealth Advisors’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	$270K	Buy	5,379 +332	+7%	+$16.7K	0.01%	824
2026 Q1	$252K	Buy	5,047 +571	+13%	+$28.4K	0.01%	788
2025 Q4	$221K	Buy	4,476 +175	+4%	+$8.75K	0.01%	784
2025 Q3	$218K	Buy	4,301 +127	+3%	+$6.39K	0.01%	740
2025 Q2	$210K	Buy	+4,174	New	+$208K	0.02%	688

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

Kingswood Wealth Advisors's VTIP Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 5,379 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #824.

Kingswood Wealth Advisors first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Kingswood Wealth Advisors held 5,379 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $270K as of Q2 2026.
Kingswood Wealth Advisors bought 332 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $16.7K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #824 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 5 quarters since.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.