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

B. Riley 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
2022 Q2	$11.1M	Buy	325,946 +293,702	+911%	+$14.9M	12.99%	4
2022 Q1	$1.65M	Buy	32,244 +22,140	+219%	+$1.14M	0.13%	159
2021 Q4	$519K	Sell	10,104 -3,493	-26%	-$182K	0.04%	342
2021 Q3	$715K	Buy	+13,597	New	+$713K	0.05%	274
2020 Q3	–	Sell	-14,051	Closed	-$705K	–	536
2020 Q2	$705K	Hold	14,051	–	–	0.08%	194
2020 Q1	$684K	Buy	14,051 +409	+3%	+$20.1K	0.07%	231
2019 Q4	$672K	Buy	13,642 +1,402	+11%	+$69K	0.1%	188
2019 Q3	$600K	Buy	12,240 +852	+7%	+$42.1K	0.1%	185
2019 Q2	$562	Sell	11,388 -11,671	-51%	-$572K	0.09%	193
2019 Q1	$1.12M	Sell	23,059 -2,445	-10%	-$118K	0.19%	119
2018 Q4	$1.22M	Buy	+25,504	New	+$1.23M	0.26%	93

Other funds holding VTIP

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Wealth Management's VTIP Position: Q2 2022 in Review

B. Riley Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 911% in Q2 2022, buying an estimated $14.9M and bringing the position to 325,946 shares worth $11.1M. The position accounts for 12.99% of the portfolio, ranked #4.

B. Riley Wealth Management first reported a position in VTIP in Q4 2018 and has held it in 11 quarters since. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

B. Riley Wealth Management held 325,946 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.1M as of Q2 2022.
B. Riley Wealth Management bought 293,702 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $14.9M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 12.99% of B. Riley Wealth Management's portfolio in Q2 2022, its #4 holding.
B. Riley Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 11 quarters since.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.