Kovitz Investment Group Partners
VTIP icon

Kovitz Investment Group Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Kovitz Investment Group 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
-10,108
Closed -$512K – 1315
2025
Q3 		$512K Buy
10,108
+802
+9% +$40.4K ﹤0.01% 1029
2025
Q2 		$468K Buy
9,306
+645
+7% +$32.2K ﹤0.01% 996
2025
Q1 		$432K Sell
8,661
-773
-8% -$37.9K ﹤0.01% 946
2024
Q4 		$457K Sell
9,434
-2,316
-20% -$113K ﹤0.01% 926
2024
Q3 		$478K Buy
+11,750
New +$572K ﹤0.01% 761
2023
Q2 		– Sell
-6,200
Closed -$296K – 446
2023
Q1 		$296K Buy
6,200
+700
+13% +$33K 0.01% 374
2022
Q4 		$257K Sell
5,500
-1,001
-15% -$47.7K 0.01% 371
2022
Q3 		$313K Sell
6,501
-186
-3% -$9.21K 0.01% 352
2022
Q2 		$335K Buy
6,687
+9
+0.1% +$455 0.01% 358
2022
Q1 		$342K Sell
6,678
-15,872
-70% -$814K 0.01% 370
2021
Q4 		$1.15M Buy
22,550
+15,235
+208% +$793K 0.03% 260
2021
Q3 		$385K Sell
7,315
-800
-10% -$42K 0.01% 372
2021
Q2 		$425K Sell
8,115
-15,975
-66% -$833K 0.01% 370
2021
Q1 		$1.24M Buy
24,090
+1,540
+7% +$79.2K 0.03% 260
2020
Q4 		$1.15M Sell
22,550
-254
-1% -$12.9K 0.03% 255
2020
Q3 		$1.16M Buy
22,804
+16,404
+256% +$832K 0.03% 247
2020
Q2 		$321K Buy
+6,400
New +$318K 0.01% 332

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Kovitz Investment Group Partners's VTIP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 10,108 shares — an estimated $512K sold.

Kovitz Investment Group Partners first reported a position in VTIP in Q2 2020 and held it in 17 quarters. The position peaked at $1.24M in Q1 2021. 894 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,108 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $512K.
  • Kovitz Investment Group Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and held it in 17 quarters.
  • Kovitz Investment Group Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.24M in Q1 2021.
  • 894 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.