Jeppson Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Jeppson Wealth Management, LLC
- $289 Million
- Q2 2025
A detailed history of Jeppson Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 175,637 shares of VTIP stock, worth $8.78 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
175,637
Previous 172,277
1.95%
Holding current value
$8.78 Million
Previous $8.6 Million
2.71%
% of portfolio
3.06%
Previous 3.15%
Shares
20 transactions
Others Institutions Holding VTIP
# of Institutions
911Shares Held
189MCall Options Held
56.9KPut Options Held
8.4K-
Jpmorgan Chase & CO New York, NY18.6MShares$928 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.6MShares$830 Million0.29% of portfolio
-
Sei Investments CO Oaks, PA8.7MShares$435 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY8.51MShares$425 Million0.06% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.94MShares$347 Million1.98% of portfolio