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 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 $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Richardson Financial Services's VTIP Position: Q1 2026 in Review

Richardson Financial Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 83% in Q1 2026, buying an estimated $6.27K and bringing the position to 277 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #454.

Richardson Financial Services first reported a position in VTIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.3K in Q3 2024. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Richardson Financial Services held 277 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $13.8K as of Q1 2026.
Richardson Financial Services bought 126 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $6.27K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #454 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 10 quarters since.
Richardson Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $16.3K in Q3 2024.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.