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 Q2	$1.09M	Sell	21,777 -18,545	-46%	-$932K	0.57%	59
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 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

Richmond Brothers's VTIP Position: Q2 2026 in Review

Richmond Brothers reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 46% in Q2 2026, selling an estimated $932K and leaving 21,777 shares worth $1.09M. The position accounts for 0.57% of the portfolio, ranked #59.

Richmond Brothers first reported a position in VTIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.3M in Q1 2025. 952 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Richmond Brothers held 21,777 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.09M as of Q2 2026.
Richmond Brothers sold 18,545 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $932K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.57% of Richmond Brothers's portfolio in Q2 2026, its #59 holding.
Richmond Brothers first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and has held it in 8 quarters since.
Richmond Brothers's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13.3M in Q1 2025.
952 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.