RWM
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Ritholtz Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ritholtz Wealth Management’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 		$4.31M Buy
86,240
+10,628
+14% +$529K 0.07% 194
2025
Q4 		$3.74M Buy
75,612
+7,953
+12% +$398K 0.07% 209
2025
Q3 		$3.43M Sell
67,659
-2,533
-4% -$127K 0.07% 205
2025
Q2 		$3.53M Buy
70,192
+7,274
+12% +$363K 0.08% 167
2025
Q1 		$3.14M Sell
62,918
-5,691
-8% -$279K 0.09% 157
2024
Q4 		$3.32M Sell
68,609
-4,067
-6% -$199K 0.1% 132
2024
Q3 		$3.58M Buy
72,676
+2,180
+3% +$106K 0.11% 127
2024
Q2 		$3.42M Sell
70,496
-6,661
-9% -$320K 0.11% 118
2024
Q1 		$3.7M Sell
77,157
-5,925
-7% -$282K 0.13% 107
2023
Q4 		$3.95M Buy
83,082
+5,885
+8% +$279K 0.15% 79
2023
Q3 		$3.65M Buy
77,197
+395
+0.5% +$18.7K 0.16% 81
2023
Q2 		$3.64M Sell
76,802
-21,817
-22% -$1.04M 0.16% 77
2023
Q1 		$4.72M Sell
98,619
-29,470
-23% -$1.39M 0.24% 58
2022
Q4 		$5.98M Buy
128,089
+12,672
+11% +$604K 0.33% 45
2022
Q3 		$5.55M Buy
115,417
+79,423
+221% +$3.93M 0.29% 38
2022
Q2 		$1.8M Buy
35,994
+385
+1% +$19.5K 0.11% 104
2022
Q1 		$1.82M Buy
+35,609
New +$1.83M 0.12% 97

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

Ritholtz Wealth Management's VTIP Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q1 2026, buying an estimated $529K and bringing the position to 86,240 shares worth $4.31M. The position accounts for 0.07% of the portfolio, ranked #194.

Ritholtz Wealth Management first reported a position in VTIP in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.98M in Q4 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Ritholtz Wealth Management held 86,240 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.31M as of Q1 2026.
  • Ritholtz Wealth Management bought 10,628 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $529K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Ritholtz Wealth Management's portfolio in Q1 2026, its #194 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 17 quarters since.
  • Ritholtz Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.98M in Q4 2022.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.