CGC Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

CGC Financial Services’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	$12.1K	Hold	246	–	–	﹤0.01%	210
2026 Q2	$12.4K	Hold	246	–	–	﹤0.01%	214
2026 Q1	$12.3K	Hold	246	–	–	﹤0.01%	205
2025 Q4	$12.2K	Hold	246	–	–	﹤0.01%	216
2025 Q3	$12.5K	Hold	246	–	–	﹤0.01%	214
2025 Q2	$12.4K	Hold	246	–	–	﹤0.01%	199
2025 Q1	$12.3K	Hold	246	–	–	﹤0.01%	186
2024 Q4	$11.9K	Hold	246	–	–	﹤0.01%	191
2024 Q3	$12.1K	Hold	246	–	–	﹤0.01%	189
2024 Q2	$11.9K	Hold	246	–	–	0.01%	187
2024 Q1	$11.8K	Hold	246	–	–	0.01%	193
2023 Q4	$11.7K	Hold	246	–	–	0.01%	206
2023 Q3	$11.6K	Hold	246	–	–	0.01%	166
2023 Q2	$11.7K	Buy	+246	New	+$11.7K	0.01%	172

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

CGC Financial Services's VTIP Position: Q3 2026 in Review

CGC Financial Services held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2026 at 246 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

CGC Financial Services first reported a position in VTIP in Q2 2023 and has held it in 14 quarters since. The position peaked at $12.5K in Q3 2025. 270 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

CGC Financial Services held 246 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $12.1K as of Q3 2026.
CGC Financial Services 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 ﹤0.01% of CGC Financial Services's portfolio in Q3 2026, its #210 holding.
CGC Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and has held it in 14 quarters since.
CGC Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $12.5K in Q3 2025.
270 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.