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FCA
FinTrust Capital Advisors’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
FinTrust Capital Advisors’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
2024
Q3
$47.4K
Hold
962
–
–
0.01%
583
2024
Q2
$46.7K
Hold
962
–
–
0.01%
555
2024
Q1
$46.1K
Hold
962
–
–
0.01%
546
2023
Q4
$45.7K
Hold
962
–
–
0.01%
516
2023
Q3
$45.5K
Hold
962
–
–
0.01%
476
2023
Q2
$44.9K
Hold
962
–
–
0.01%
463
2023
Q1
$44.9K
Hold
962
–
–
0.01%
461
2022
Q4
$44.9K
Hold
962
–
–
0.01%
462
2022
Q3
$46K
Hold
962
–
–
0.01%
525
2022
Q2
$48K
Hold
962
–
–
0.01%
534
2022
Q1
$49K
Hold
962
–
–
0.01%
571
2021
Q4
$49K
Hold
962
–
–
0.01%
556
2021
Q3
$51K
Hold
962
–
–
0.01%
549
2021
Q2
$50K
Buy
+962
New
+$50.1K
0.01%
564
2021
Q1
–
Sell
-647
Closed
-$33K
–
1181
2020
Q4
$33K
Sell
647
-114
-15%
-$5.8K
0.01%
563
2020
Q3
$39
Hold
761
–
–
0.01%
542
2020
Q2
$38K
Buy
761
+300
+65%
+$14.9K
0.02%
538
2020
Q1
$22K
Hold
461
–
–
0.01%
604
2019
Q4
$23K
Hold
461
–
–
0.01%
609
2019
Q3
$23K
Hold
461
–
–
0.01%
630
2019
Q2
$23K
Sell
461
-1,548
-77%
-$75.8K
0.01%
577
2019
Q1
$98K
Hold
2,009
–
–
0.04%
280
2018
Q4
$96K
Buy
+2,009
New
+$96.7K
0.05%
267
Other funds holding VTIP
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$5.75B AUM
21.14%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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