KL
VTIP icon

KWMG LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

KWMG LLC’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
Q3 		$254K Hold
5,155
– – 0.02% 141
2026
Q2 		$259K Buy
+5,155
New +$259K 0.02% 143
2019
Q2 		– Sell
-5
Closed – – 408
2019
Q1 		$0 Buy
+5
New +$241 ﹤0.01% 484

Other funds holding VTIP

MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

KWMG LLC's VTIP Position: Q3 2026 in Review

KWMG LLC held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2026 at 5,155 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #141.

KWMG LLC first reported a position in VTIP in Q1 2019 and has held it in 3 quarters since. The position peaked at $259K in Q2 2026. 41 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • KWMG LLC held 5,155 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $254K as of Q3 2026.
  • KWMG LLC left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q3 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of KWMG LLC's portfolio in Q3 2026, its #141 holding.
  • KWMG LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and has held it in 3 quarters since.
  • KWMG LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $259K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.