Richardson Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Richardson Financial Services’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	$13.9K	Sell	276 -1	-0.4%	-$50	0.01%	448
2026 Q1	$13.8K	Buy	277 +126	+83%	+$6.27K	0.01%	454
2025 Q4	$7.47K	Sell	151 -1	-0.7%	-$50	﹤0.01%	498
2025 Q3	$7.7K	Buy	152 +54	+55%	+$2.72K	﹤0.01%	455
2025 Q2	$4.88K	Sell	98 -1	-1%	-$50	﹤0.01%	466
2025 Q1	$4.94K	Sell	99 -1	-1%	-$49	﹤0.01%	457
2024 Q4	$4.84K	Sell	100 -235	-70%	-$11.5K	﹤0.01%	463
2024 Q3	$16.3K	Hold	335	–	–	0.01%	362
2024 Q2	$16.3K	Buy	335 +179	+115%	+$8.61K	0.01%	340
2024 Q1	$7.47K	Sell	156 -1	-0.6%	-$48	0.01%	433
2023 Q4	$7.46K	Buy	+157	New	+$7.44K	0.01%	333

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

Richardson Financial Services's VTIP Position: Q2 2026 in Review

Richardson Financial Services reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.36% in Q2 2026, selling an estimated $50 and leaving 276 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #448.

Richardson Financial Services first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.3K in Q3 2024. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Richardson Financial Services held 276 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $13.9K as of Q2 2026.
Richardson Financial Services sold 1 Vanguard Short-Term Inflation-Protected Securities Index Fund share in Q2 2026, an estimated $50.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #448 holding.
Richardson Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $16.3K in Q3 2024.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.