RFG Advisory’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

RFG Advisory’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	$2.54M	Sell	50,599 -3,285	-6%	-$165K	0.04%	319
2026 Q1	$2.69M	Buy	+53,884	New	+$2.68M	0.05%	281
2023 Q3	–	Sell	-5,287	Closed	-$251K	–	681
2023 Q2	$251K	Sell	5,287 -4,269	-45%	-$204K	0.01%	567
2023 Q1	$457K	Sell	9,556 -2,278	-19%	-$107K	0.02%	432
2022 Q4	$556K	Buy	11,834 +6,463	+120%	+$308K	0.03%	382
2022 Q3	$256K	Buy	+5,371	New	+$266K	0.01%	525
2021 Q3	–	Sell	-11,239	Closed	-$589K	–	445
2021 Q2	$589K	Buy	+11,239	New	+$586K	0.05%	241

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

RFG Advisory's VTIP Position: Q2 2026 in Review

RFG Advisory reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.1% in Q2 2026, selling an estimated $165K and leaving 50,599 shares worth $2.54M. The position accounts for 0.04% of the portfolio, ranked #319.

RFG Advisory first reported a position in VTIP in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.69M in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

RFG Advisory held 50,599 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.54M as of Q2 2026.
RFG Advisory sold 3,285 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $165K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of RFG Advisory's portfolio in Q2 2026, its #319 holding.
RFG Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 7 quarters since.
RFG Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.69M in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.