GeoWealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

GeoWealth 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 Q1	$191K	Sell	3,825 -1,193	-24%	-$59.3K	0.01%	738
2025 Q4	$248K	Sell	5,018 -810	-14%	-$40.5K	0.01%	620
2025 Q3	$295K	Buy	5,828 +238	+4%	+$12K	0.01%	599
2025 Q2	$281K	Sell	5,590 -29,105	-84%	-$1.45M	0.01%	560
2025 Q1	$1.73M	Buy	34,695 +22,234	+178%	+$1.09M	0.07%	169
2024 Q4	$603K	Buy	12,461 +3,952	+46%	+$193K	0.02%	422
2024 Q3	$420K	Sell	8,509 -124	-1%	-$6.04K	0.01%	503
2024 Q2	$419K	Sell	8,633 -294	-3%	-$14.1K	0.02%	474
2024 Q1	$428K	Buy	8,927 +8,862	+13,634%	+$422K	0.02%	481
2023 Q4	$3K	Buy	+65	New	+$3.08K	﹤0.01%	665
2023 Q2	–	Sell	-23,756	Closed	-$1.14M	–	482
2023 Q1	$1.14M	Buy	+23,756	New	+$1.12M	0.13%	90
2022 Q3	–	Sell	-777	Closed	-$39K	–	378
2022 Q2	$39K	Buy	+777	New	+$39.3K	0.01%	278

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GeoWealth Management's VTIP Position: Q1 2026 in Review

GeoWealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 24% in Q1 2026, selling an estimated $59.3K and leaving 3,825 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #738.

GeoWealth Management first reported a position in VTIP in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.73M in Q1 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

GeoWealth Management held 3,825 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $191K as of Q1 2026.
GeoWealth Management sold 1,193 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $59.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #738 holding.
GeoWealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 12 quarters since.
GeoWealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.73M in Q1 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.