KWM
VTIP icon

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

KW Wealth Management’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
Q1 		– Sell
-5,292
Closed -$262K – 73
2025
Q4 		$262K Sell
5,292
-180
-3% -$9K 0.4% 62
2025
Q3 		$277K Buy
+5,472
New +$275K 0.47% 50

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VA
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Morgan Stanley
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

KW Wealth Management's VTIP Position: Q1 2026 in Review

KW Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 5,292 shares — an estimated $262K sold.

KW Wealth Management first reported a position in VTIP in Q3 2025 and held it in 2 quarters. The position peaked at $277K in Q3 2025. 916 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • KW Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 5,292 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $262K.
  • KW Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $277K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.