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

Generations Wealth 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 Q2	$2.99M	Sell	59,460 -7,931	-12%	-$399K	2.84%	7
2026 Q1	$3.37M	Buy	67,391 +7,941	+13%	+$395K	3.27%	6
2025 Q4	$2.94M	Buy	+59,450	New	+$2.97M	3.01%	8

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

Generations Wealth LLC's VTIP Position: Q2 2026 in Review

Generations Wealth LLC reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q2 2026, selling an estimated $399K and leaving 59,460 shares worth $2.99M. The position accounts for 2.84% of the portfolio, ranked #7.

Generations Wealth LLC first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.37M in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Generations Wealth LLC held 59,460 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.99M as of Q2 2026.
Generations Wealth LLC sold 7,931 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $399K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.84% of Generations Wealth LLC's portfolio in Q2 2026, its #7 holding.
Generations Wealth LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
Generations Wealth LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.37M in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Generations Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.