KMG Fiduciary Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

KMG Fiduciary Partners’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 Q4	–	Sell	-4,619	Closed	-$234K	–	300
2025 Q3	$234K	Hold	4,619	–	–	0.02%	283
2025 Q2	$232K	Hold	4,619	–	–	0.02%	276
2025 Q1	$230K	Hold	4,619	–	–	0.02%	270
2024 Q4	$224K	Hold	4,619	–	–	0.02%	264
2024 Q3	$228K	Hold	4,619	–	–	0.02%	256
2024 Q2	$224K	Hold	4,619	–	–	0.02%	231
2024 Q1	$221K	Hold	4,619	–	–	0.02%	229
2023 Q4	$219K	Hold	4,619	–	–	0.03%	226
2023 Q3	$218K	Hold	4,619	–	–	0.03%	220
2023 Q2	$219K	Hold	4,619	–	–	0.03%	222
2023 Q1	$221K	Buy	+4,619	New	+$217K	0.03%	218

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

KMG Fiduciary Partners's VTIP Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 4,619 shares — an estimated $234K sold.

KMG Fiduciary Partners first reported a position in VTIP in Q1 2023 and held it in 11 quarters. The position peaked at $234K in Q3 2025. 891 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

KMG Fiduciary Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 4,619 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $234K.
KMG Fiduciary Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 11 quarters.
KMG Fiduciary Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $234K in Q3 2025.
891 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.