Aegis Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Aegis Wealth Management LLC holds 35,301 shares of VTIP stock, worth $1.76 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
35,301
Previous 33,126
6.57%
Holding current value
$1.76 Million
Previous $1.6 Billion
9.82%
% of portfolio
1.04%
Previous 1.09%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
856Shares Held
174MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$927 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$742 Million0.3% of portfolio
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Sei Investments CO Oaks, PA8.71MShares$435 Million0.58% of portfolio
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Wealthspire Advisors, LLC New York, NY6.12MShares$306 Million1.84% of portfolio
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Goldman Sachs Group Inc New York, NY6.12MShares$306 Million0.05% of portfolio