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

Walter & Keenan 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 Q2	$313K	Hold	6,234	–	–	0.08%	141
2026 Q1	$311K	Hold	6,234	–	–	0.09%	134
2025 Q4	$308K	Hold	6,234	–	–	0.08%	132
2025 Q3	$316K	Buy	6,234 +2,000	+47%	+$101K	0.09%	128
2025 Q2	$213K	Hold	4,234	–	–	0.06%	147
2025 Q1	$211K	Hold	4,234	–	–	0.06%	144
2024 Q4	$205K	Hold	4,234	–	–	0.06%	148
2024 Q3	$209K	Sell	4,234 -2,000	-32%	-$97.4K	0.06%	146
2024 Q2	$303K	Buy	+6,234	New	+$300K	0.1%	121

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

Walter & Keenan Wealth Management's VTIP Position: Q2 2026 in Review

Walter & Keenan Wealth Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 6,234 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #141.

Walter & Keenan Wealth Management first reported a position in VTIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $316K in Q3 2025. 956 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Walter & Keenan Wealth Management held 6,234 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $313K as of Q2 2026.
Walter & Keenan Wealth Management left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #141 holding.
Walter & Keenan Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 9 quarters since.
Walter & Keenan Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $316K in Q3 2025.
956 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.