Capital Advisory Group Advisory Services, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 May 28, 2020	SELL	$49.05 - $49.56 $9,368 - $9,465	-191 Closed	0 $0
Q2 2019 May 28, 2020	BUY	N/A	191 New	191 $9,000

Others Institutions Holding VTIP

# of Institutions

758

Shares Held

140M

Call Options Held

14.1K

Put Options Held

7.6K

Jpmorgan Chase & CO New York, NY

19.3M
Shares

$944 Million
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

9.63M
Shares

$472 Million
0.08% of portfolio
Sei Investments CO Oaks, PA

8.28M
Shares

$405 Million
0.55% of portfolio
Valmark Advisers, Inc.

5.75M
Shares

$282 Million
4.48% of portfolio
Cambridge Associates LLC Boston, MA

4.3M
Shares

$210 Million
7.93% of portfolio

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