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
New +$456K 0.02% 556
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

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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 15 quarters since. The position peaked at $16.6M in Q3 2022. 223 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 15 quarters since.
  • B. Riley Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $16.6M in Q3 2022.
  • 223 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.