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

RFG - Bristol 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	$2.05M	Sell	40,896 -940	-2%	-$47.3K	0.5%	41
2026 Q1	$2.09M	Sell	41,836 -1,758	-4%	-$87.4K	0.56%	37
2025 Q4	$2.16M	Buy	43,594 +699	+2%	+$35K	0.6%	39
2025 Q3	$2.17M	Buy	+42,895	New	+$2.16M	0.63%	40

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 - Bristol Wealth Advisors's VTIP Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.2% in Q2 2026, selling an estimated $47.3K and leaving 40,896 shares worth $2.05M. The position accounts for 0.5% of the portfolio, ranked #41.

RFG - Bristol Wealth Advisors first reported a position in VTIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.17M in Q3 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

RFG - Bristol Wealth Advisors held 40,896 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.05M as of Q2 2026.
RFG - Bristol Wealth Advisors sold 940 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $47.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.5% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #41 holding.
RFG - Bristol Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 4 quarters since.
RFG - Bristol Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.17M in Q3 2025.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.