Balanced Rock Investment Advisor Vanguard Sht Trm Inflt Prot Fd Transaction History
Balanced Rock Investment Advisor
- $125 Billion
- Q1 2025
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 41,964 shares of VTIP stock, worth $2.11 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
41,964
Previous 42,593
1.48%
Holding current value
$2.11 Million
Previous $2.06 Billion
1.53%
% of portfolio
1.67%
Previous 1.63%
Shares
6 transactions
Others Institutions Holding VTIP
# of Institutions
895Shares Held
181MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$932 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$746 Million0.3% of portfolio
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Sei Investments CO Oaks, PA8.71MShares$438 Million0.58% of portfolio
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Valmark Advisers, Inc.6.14MShares$308 Million4.36% of portfolio
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Wealthspire Advisors, LLC New York, NY6.12MShares$308 Million1.84% of portfolio