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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
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

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

CGC Financial Services's VTIP Position: Q2 2026 in Review

CGC Financial Services held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 246 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

CGC Financial Services first reported a position in VTIP in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.5K in Q3 2025. 172 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • CGC Financial Services held 246 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $12.4K as of Q2 2026.
  • CGC Financial Services 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 ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #214 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 13 quarters since.
  • CGC Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $12.5K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.