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Richmond Brothers’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Richmond Brothers’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 		$2.01M Sell
40,322
-18,678
-32% -$929K 1.34% 19
2025
Q4 		$2.92M Sell
59,000
-27,613
-32% -$1.38M 1.86% 18
2025
Q3 		$4.39M Sell
86,613
-36,078
-29% -$1.82M 2.77% 14
2025
Q2 		$6.17M Sell
122,691
-143,743
-54% -$7.18M 4.04% 11
2025
Q1 		$13.3M Buy
266,434
+169,881
+176% +$8.34M 8.4% 3
2024
Q4 		$4.68M Buy
96,553
+25,792
+36% +$1.26M 3% 13
2024
Q3 		$3.49M Buy
+70,761
New +$3.45M 2.15% 17

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Richmond Brothers's VTIP Position: Q1 2026 in Review

Richmond Brothers reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 32% in Q1 2026, selling an estimated $929K and leaving 40,322 shares worth $2.01M. The position accounts for 1.34% of the portfolio, ranked #19.

Richmond Brothers first reported a position in VTIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.3M in Q1 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Richmond Brothers held 40,322 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.01M as of Q1 2026.
  • Richmond Brothers sold 18,678 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $929K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.34% of Richmond Brothers's portfolio in Q1 2026, its #19 holding.
  • Richmond Brothers first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and has held it in 7 quarters since.
  • Richmond Brothers's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13.3M in Q1 2025.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Richmond Brothers's 13F filing for Q1 2026, filed 11 May 2026.