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

Richmond Investment 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	–	Sell	-10,885	Closed	-$544K	–	252
2026 Q1	$544K	Buy	10,885 +127	+1%	+$6.32K	0.09%	146
2025 Q4	$532K	Buy	10,758 +2,213	+26%	+$111K	0.09%	133
2025 Q3	$433K	Buy	8,545 +3,477	+69%	+$175K	0.08%	149
2025 Q2	$255K	Buy	+5,068	New	+$253K	0.05%	182

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 Investment Services's VTIP Position: Q2 2026 in Review

Richmond Investment Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 10,885 shares — an estimated $544K sold.

Richmond Investment Services first reported a position in VTIP in Q2 2025 and held it in 4 quarters. The position peaked at $544K in Q1 2026. 951 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Richmond Investment Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 10,885 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $544K.
Richmond Investment Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and held it in 4 quarters.
Richmond Investment Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $544K in Q1 2026.
951 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.