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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$5.16M Buy
102,663
+50,498
+97% +$2.54M 0.65% 23
2026
Q1 		$2.61M Buy
52,165
+399
+0.8% +$19.8K 0.41% 33
2025
Q4 		$2.56M Buy
51,766
+3,087
+6% +$154K 0.39% 39
2025
Q3 		$2.46M Sell
48,679
-7,095
-13% -$357K 0.44% 38
2025
Q2 		$2.8M Sell
55,774
-4,526
-8% -$226K 0.56% 30
2025
Q1 		$3.01M Buy
60,300
+50,341
+505% +$2.47M 0.68% 27
2024
Q4 		$482K Buy
9,959
+112
+1% +$5.47K 0.11% 51
2024
Q3 		$486K Buy
9,847
+17
+0.2% +$828 0.12% 51
2024
Q2 		$477K Buy
9,830
+1,424
+17% +$68.5K 0.14% 52
2024
Q1 		$403K Hold
8,406
– – 0.12% 59
2023
Q4 		$399K Buy
8,406
+145
+2% +$6.87K 0.12% 54
2023
Q3 		$391K Buy
8,261
+51
+0.6% +$2.41K 0.13% 45
2023
Q2 		$389K Buy
8,210
+4
+0% +$191 0.13% 46
2023
Q1 		$392K Hold
8,206
– – 0.14% 40
2022
Q4 		$383K Buy
8,206
+968
+13% +$46.1K 0.16% 37
2022
Q3 		$348K Buy
7,238
+81
+1% +$4.01K 0.15% 36
2022
Q2 		$359K Buy
7,157
+56
+0.8% +$2.83K 0.16% 35
2022
Q1 		$364K Buy
7,101
+675
+11% +$34.6K 0.14% 38
2021
Q4 		$330K Buy
6,426
+222
+4% +$11.6K 0.11% 46
2021
Q3 		$326K Buy
6,204
+57
+0.9% +$2.99K 0.11% 39
2021
Q2 		$322K Hold
6,147
– – 0.11% 41
2021
Q1 		$317K Buy
6,147
+1,043
+20% +$53.6K 0.11% 46
2020
Q4 		$261K Buy
5,104
+61
+1% +$3.1K 0.09% 51
2020
Q3 		$257K Buy
5,043
+376
+8% +$19.1K 0.1% 45
2020
Q2 		$234K Hold
4,667
– – 0.09% 48
2020
Q1 		$227K Buy
4,667
+3,438
+280% +$169K 0.08% 42
2019
Q4 		$60.6K Buy
+1,229
New +$60.5K 0.02% 117

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VTIP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 97% in Q2 2026, buying an estimated $2.54M and bringing the position to 102,663 shares worth $5.16M. The position accounts for 0.65% of the portfolio, ranked #23.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VTIP in Q4 2019 and has held it in 27 quarters since. 357 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 102,663 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $5.16M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 50,498 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2.54M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.65% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #23 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 27 quarters since.
  • 357 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.