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

Riverbend 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
Q2 		$341K Buy
6,790
+41
+0.6% +$2.06K 0.17% 137
2026
Q1 		$337K Buy
6,749
+577
+9% +$28.7K 0.19% 120
2025
Q4 		$305K Buy
6,172
+1,794
+41% +$89.7K 0.19% 124
2025
Q3 		$222K Buy
4,378
+302
+7% +$15.2K 0.15% 130
2025
Q2 		$205K Buy
+4,076
New +$204K 0.16% 128

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Riverbend Wealth Management's VTIP Position: Q2 2026 in Review

Riverbend Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.61% in Q2 2026, buying an estimated $2.06K and bringing the position to 6,790 shares worth $341K. The position accounts for 0.17% of the portfolio, ranked #137.

Riverbend Wealth Management first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. 488 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Riverbend Wealth Management held 6,790 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $341K as of Q2 2026.
  • Riverbend Wealth Management bought 41 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2.06K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.17% of Riverbend Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Riverbend Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 5 quarters since.
  • 488 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.