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 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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 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

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BSW

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

Founders Financial Securities's VTIP Position: Q1 2024 in Review

Founders Financial Securities sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 14,085 shares — an estimated $669K sold.

Founders Financial Securities first reported a position in VTIP in Q3 2021 and held it in 10 quarters. The position peaked at $669K in Q4 2023. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Founders Financial Securities reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Founders Financial Securities sold 14,085 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $669K.
Founders Financial Securities first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 10 quarters.
Founders Financial Securities's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $669K in Q4 2023.
719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Founders Financial Securities's 13F filing for Q1 2024, filed 17 Apr 2024.