Founders Financial Securities’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Founders Financial Securities’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 Q1	–	Sell	-14,085	Closed	-$669K	–	424
2023 Q4	$669K	Buy	14,085 +9,553	+211%	+$453K	0.07%	215
2023 Q3	$214K	Sell	4,532 -1	-0%	-$47	0.03%	301
2023 Q2	$215K	Sell	4,533 -21	-0.5%	-$1K	0.03%	296
2023 Q1	$218K	Buy	4,554 +208	+5%	+$9.79K	0.03%	292
2022 Q4	$203K	Sell	4,346 -1,272	-23%	-$60.6K	0.03%	305
2022 Q3	$270K	Buy	5,618 +907	+19%	+$44.9K	0.05%	244
2022 Q2	$236K	Buy	4,711 +748	+19%	+$37.8K	0.05%	223
2022 Q1	$203K	Sell	3,963 -56	-1%	-$2.87K	0.04%	256
2021 Q4	$207K	Sell	4,019 -372	-8%	-$19.4K	0.04%	249
2021 Q3	$231K	Buy	+4,391	New	+$230K	0.05%	239

Other funds holding VTIP

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return