Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Sht Trm Inflt Prot Fd Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	SELL	$47.38 - $47.91 $426,372 - $431,142	-8,999 Reduced 99.05%	86 $4,000
Q3 2023 Nov 03, 2023	BUY	$46.9 - $47.47 $426,086 - $431,264	9,085 New	9,085 $429,000

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

$942 Million
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

9.63M
Shares

$470 Million
0.08% of portfolio
Sei Investments CO Oaks, PA

8.28M
Shares

$404 Million
0.55% of portfolio
Valmark Advisers, Inc.

5.75M
Shares

$281 Million
4.48% of portfolio
Cambridge Associates LLC Boston, MA

4.3M
Shares

$210 Million
7.93% of portfolio

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