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	–	1180
2020 Q4	$33K	Sell	647 -114	-15%	-$5.8K	0.01%	563
2020 Q3	$39K	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 $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FinTrust Capital Advisors's VTIP Position: Q3 2024 in Review

FinTrust Capital Advisors held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2024 at 962 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #583.

FinTrust Capital Advisors first reported a position in VTIP in Q4 2018 and has held it in 23 quarters since. The position peaked at $98K in Q1 2019. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

FinTrust Capital Advisors held 962 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $47.4K as of Q3 2024.
FinTrust Capital Advisors left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q3 2024.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #583 holding.
FinTrust Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 23 quarters since.
FinTrust Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $98K in Q1 2019.
700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.