Exencial Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Exencial Wealth Advisors, LLC
- $2.75 Billion
- Q2 2025
A detailed history of Exencial Wealth Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 35,430 shares of VTIP stock, worth $1.78 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
35,430
Previous 36,491
2.91%
Holding current value
$1.78 Million
Previous $1.82 Million
2.14%
% of portfolio
0.06%
Previous 0.07%
Shares
23 transactions
Others Institutions Holding VTIP
# of Institutions
913Shares Held
189MCall Options Held
56.9KPut Options Held
8.4K-
Jpmorgan Chase & CO New York, NY18.6MShares$931 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.6MShares$833 Million0.29% of portfolio
-
Sei Investments CO Oaks, PA8.7MShares$436 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY8.51MShares$427 Million0.06% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.94MShares$348 Million1.98% of portfolio