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

Genesis Wealth Advisors’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	$4.92M	Buy	98,047 +8,305	+9%	+$417K	2.94%	12
2026 Q1	$4.48M	Buy	89,742 +5,830	+7%	+$290K	2.99%	12
2025 Q4	$4.15M	Buy	83,912 +2,591	+3%	+$130K	2.84%	12
2025 Q3	$4.12M	Buy	81,321 +739	+0.9%	+$37.2K	2.9%	12
2025 Q2	$4.05M	Buy	80,582 +2,921	+4%	+$146K	3.04%	12
2025 Q1	$3.88M	Buy	77,661 +31,090	+67%	+$1.53M	3.14%	12
2024 Q4	$2.25M	Buy	+46,571	New	+$2.28M	1.97%	18

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

Genesis Wealth Advisors's VTIP Position: Q2 2026 in Review

Genesis Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 9.3% in Q2 2026, buying an estimated $417K and bringing the position to 98,047 shares worth $4.92M. The position accounts for 2.94% of the portfolio, ranked #12.

Genesis Wealth Advisors first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Genesis Wealth Advisors held 98,047 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.92M as of Q2 2026.
Genesis Wealth Advisors bought 8,305 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $417K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.94% of Genesis Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Genesis Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.