BRWA
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B. Riley Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

B. Riley 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 		$437K Buy
8,690
+468
+6% +$23.5K 0.02% 504
2026
Q1 		$411K Sell
8,222
-201
-2% -$10K 0.03% 493
2025
Q4 		$417K Buy
8,423
+1,454
+21% +$72.7K 0.02% 595
2025
Q3 		$353K Sell
6,969
-2,164
-24% -$109K 0.02% 653
2025
Q2 		$459K Buy
9,133
+4,988
+120% +$249K 0.02% 556
2025
Q1 		$207K Buy
+4,145
New +$203K 0.01% 1131
2024
Q2 		– Sell
-24,796
Closed -$1.17M – 1614
2024
Q1 		$1.17M Buy
24,796
+12,088
+95% +$575K 0.03% 477
2023
Q4 		$604K Sell
12,708
-12,088
-49% -$573K 0.02% 719
2023
Q3 		$1.17M Buy
24,796
+1,888
+8% +$89.2K 0.03% 477
2023
Q2 		$1.09M Sell
22,908
-22,874
-50% -$1.09M 0.02% 541
2023
Q1 		$2.19M Sell
45,782
-302,931
-87% -$14.3M 0.06% 324
2022
Q4 		$16.3M Buy
348,713
+2,652
+0.8% +$126K 0.46% 44
2022
Q3 		$16.6M Buy
346,061
+329,053
+1,935% +$16.3M 0.5% 38
2022
Q2 		$853K Buy
17,008
+12,276
+259% +$621K 0.04% 467
2022
Q1 		$243K Buy
4,732
+415
+10% +$21.3K 0.01% 1120
2021
Q4 		$222K Buy
+4,317
New +$225K 0.01% 1225

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

B. Riley Wealth Advisors's VTIP Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.7% in Q2 2026, buying an estimated $23.5K and bringing the position to 8,690 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #504.

B. Riley Wealth Advisors first reported a position in VTIP in Q4 2021 and has held it in 16 quarters since. The position peaked at $16.6M in Q3 2022. 953 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • B. Riley Wealth Advisors held 8,690 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $437K as of Q2 2026.
  • B. Riley Wealth Advisors bought 468 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $23.5K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #504 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 16 quarters since.
  • B. Riley Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $16.6M in Q3 2022.
  • 953 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.