SEC 13F Intelligence

Genesis Wealth Advisors, LLC / VTIP

Genesis Wealth Advisors, LLC’s Vanguard Malvern Fds Position

Does Genesis Wealth Advisors, LLC own Vanguard Malvern Fds (VTIP)? Yes — 89.7K shares worth $4M (+2.99% of its 13F portfolio) as of Q1 2026, up from 83.9K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
89.7K
% of Portfolio
+2.99%
Quarters Held
6
currently held

Position History VTIP

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202689.7K$4M+2.99%
Q4 202583.9K$4M+2.84%
Q3 202581.3K$4M+2.90%
Q2 202580.6K$4M+3.04%
Q1 202577.7K$4M+3.14%
Q4 202446.6K$2M+1.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Genesis Wealth Advisors, LLC’s full portfolio or all institutional holders of VTIP.