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FCA
FLC Capital Advisors’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
FLC 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
2022
Q4
–
Sell
-20,000
Closed
-$962K
–
175
2022
Q3
$962K
Hold
20,000
–
–
0.33%
62
2022
Q2
$1M
Sell
20,000
-3,165
-14%
-$160K
0.33%
65
2022
Q1
$1.19M
Hold
23,165
–
–
0.33%
68
2021
Q4
$1.19M
Buy
23,165
+7,550
+48%
+$393K
0.33%
74
2021
Q3
$821K
Hold
15,615
–
–
0.24%
89
2021
Q2
$818K
Sell
15,615
-1,995
-11%
-$104K
0.24%
88
2021
Q1
$908K
Buy
17,610
+12,532
+247%
+$644K
0.28%
81
2020
Q4
$259K
Buy
+5,078
New
+$258K
0.09%
127
Other funds holding VTIP
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
GWA
Gibson Wealth Advisors
Tyler, Texas
$160M AUM
20.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
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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