Jeppson Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Jeppson Wealth Management, LLC
- $312 Million
- Q3 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 183,802 shares of VTIP stock, worth $9.2 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
183,802
Previous 175,637
4.65%
Holding current value
$9.2 Million
Previous $8.83 Million
5.39%
% of portfolio
2.98%
Previous 3.06%
Shares
21 transactions
Others Institutions Holding VTIP
# of Institutions
933Shares Held
206MCall Options Held
70KPut Options Held
0-
Jpmorgan Chase & CO New York, NY28.7MShares$1.44 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$873 Million0.28% of portfolio
-
Sei Investments CO Oaks, PA8.58MShares$430 Million0.49% of portfolio
-
Goldman Sachs Group Inc New York, NY8.49MShares$425 Million0.06% of portfolio
-
Wealthspire Advisors, LLC New York, NY7.59MShares$380 Million2.04% of portfolio