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 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 $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

Richmond Investment Services's VTIP Position: Q1 2026 in Review

Richmond Investment Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.2% in Q1 2026, buying an estimated $6.32K and bringing the position to 10,885 shares worth $544K. The position accounts for 0.09% of the portfolio, ranked #146.

Richmond Investment Services first reported a position in VTIP in Q2 2025 and has held it in 4 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Richmond Investment Services held 10,885 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $544K as of Q1 2026.
Richmond Investment Services bought 127 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $6.32K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.09% of Richmond Investment Services's portfolio in Q1 2026, its #146 holding.
Richmond Investment Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 4 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.