Founders Capital Management (Texas)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Founders Capital Management (Texas)’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
2023 Q3	–	Sell	-347	Closed	-$16.5K	–	433
2023 Q2	$16.5K	Hold	347	–	–	0.01%	259
2023 Q1	$17K	Hold	347	–	–	0.01%	258
2022 Q4	$16K	Hold	347	–	–	0.01%	255
2022 Q3	$17K	Hold	347	–	–	0.01%	246
2022 Q2	$17K	Buy	+347	New	+$17.6K	0.01%	250

Other funds holding VTIP

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Capital Management (Texas)'s VTIP Position: Q3 2023 in Review

Founders Capital Management (Texas) sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 347 shares — an estimated $16.5K sold.

Founders Capital Management (Texas) first reported a position in VTIP in Q2 2022 and held it in 5 quarters. The position peaked at $17K in Q1 2023. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Founders Capital Management (Texas) reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 347 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $16.5K.
Founders Capital Management (Texas) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 5 quarters.
Founders Capital Management (Texas)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $17K in Q1 2023.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2023, filed 10 Oct 2023.