LI
VTIP icon

LRI Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

LRI Investments’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 		$21.5K Buy
428
+396
+1,238% +$19.9K ﹤0.01% 740
2026
Q1 		$1.6K Buy
+32
New +$1.59K ﹤0.01% 1280

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

LRI Investments's VTIP Position: Q2 2026 in Review

LRI Investments increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1,238% in Q2 2026, buying an estimated $19.9K and bringing the position to 428 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

LRI Investments first reported a position in VTIP in Q1 2026 and has held it in 2 quarters since. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • LRI Investments held 428 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $21.5K as of Q2 2026.
  • LRI Investments bought 396 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $19.9K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #740 holding.
  • LRI Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.