LRIA
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Leonard Rickey Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Leonard Rickey Investment 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 		$39.8M Buy
791,967
+74,726
+10% +$3.76M 6.25% 5
2026
Q1 		$35.8M Buy
717,241
+35,653
+5% +$1.77M 6.2% 5
2025
Q4 		$33.7M Buy
681,588
+77,357
+13% +$3.87M 6.1% 6
2025
Q3 		$30.6M Buy
604,231
+25,865
+4% +$1.3M 5.76% 6
2025
Q2 		$29.1M Buy
578,366
+71,860
+14% +$3.59M 5.81% 7
2025
Q1 		$25.2M Buy
506,506
+13,983
+3% +$686K 5.42% 7
2024
Q4 		$23.8M Buy
492,523
+11,049
+2% +$540K 5.49% 5
2024
Q3 		$23.7M Buy
481,474
+10,905
+2% +$531K 5.39% 5
2024
Q2 		$22.8M Buy
470,569
+16,306
+4% +$784K 5.47% 5
2024
Q1 		$21.8M Buy
454,263
+34,192
+8% +$1.63M 5.62% 5
2023
Q4 		$19.9M Buy
420,071
+10,786
+3% +$511K 5.91% 4
2023
Q3 		$19.4M Buy
409,285
+9,764
+2% +$461K 6.33% 4
2023
Q2 		$18.9M Buy
399,521
+13,516
+4% +$644K 7.13% 5
2023
Q1 		$18.5M Buy
386,005
+106,897
+38% +$5.03M 7.2% 5
2022
Q4 		$13M Buy
+279,108
New +$13.3M 5.51% 6

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

Leonard Rickey Investment Advisors's VTIP Position: Q2 2026 in Review

Leonard Rickey Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 10% in Q2 2026, buying an estimated $3.76M and bringing the position to 791,967 shares worth $39.8M. The position accounts for 6.25% of the portfolio, ranked #5.

Leonard Rickey Investment Advisors first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Leonard Rickey Investment Advisors held 791,967 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $39.8M as of Q2 2026.
  • Leonard Rickey Investment Advisors bought 74,726 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.76M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 6.25% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Leonard Rickey Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.