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 Q3	$2.14M	Buy	43,406 +2,510	+6%	+$124K	0.51%	43
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

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RFG - Bristol Wealth Advisors's VTIP Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.1% in Q3 2026, buying an estimated $124K and bringing the position to 43,406 shares worth $2.14M. The position accounts for 0.51% of the portfolio, ranked #43.

RFG - Bristol Wealth Advisors first reported a position in VTIP in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.17M in Q3 2025. 41 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

RFG - Bristol Wealth Advisors held 43,406 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.14M as of Q3 2026.
RFG - Bristol Wealth Advisors bought 2,510 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $124K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.51% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #43 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 5 quarters since.
RFG - Bristol Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.17M in Q3 2025.
41 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.