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

Golden State Wealth 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 Q2	$12.3K	Buy	245 +14	+6%	+$704	﹤0.01%	1068
2026 Q1	$11.6K	Hold	231	–	–	﹤0.01%	1057
2025 Q4	$11.4K	Buy	231 +6	+3%	+$300	﹤0.01%	1072
2025 Q3	$11.4K	Buy	225 +2	+0.9%	+$101	﹤0.01%	1070
2025 Q2	$11.2K	Buy	223 +1	+0.5%	+$50	﹤0.01%	1052
2025 Q1	$11.1K	Sell	222 -18	-8%	-$884	﹤0.01%	972
2024 Q4	$11.7K	Buy	+240	New	+$11.7K	﹤0.01%	928
2020 Q2	–	Sell	-69	Closed	-$3K	–	901
2020 Q1	$3K	Buy	+69	New	+$3.39K	﹤0.01%	830
2019 Q4	–	Sell	-68	Closed	-$3K	–	939
2019 Q3	$3K	Buy	68 +1	+1%	+$49	﹤0.01%	944
2019 Q2	$3K	Sell	67 -1	-1%	-$49	﹤0.01%	953
2019 Q1	$3K	Buy	+68	New	+$3.28K	﹤0.01%	998

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

Golden State Wealth Management's VTIP Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.1% in Q2 2026, buying an estimated $704 and bringing the position to 245 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Golden State Wealth Management first reported a position in VTIP in Q1 2019 and has held it in 11 quarters since. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Golden State Wealth Management held 245 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $12.3K as of Q2 2026.
Golden State Wealth Management bought 14 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $704.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1068 holding.
Golden State Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and has held it in 11 quarters since.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.