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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 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

778

Shares Held

120M

Call Options Held

21.1K

Put Options Held

1.9K

Sei Investments CO Oaks, PA

8.1M
Shares

$396 Million
0.57% of portfolio
Valmark Advisers, Inc.

5.63M
Shares

$275 Million
4.68% of portfolio
Cambridge Associates LLC Boston, MA

4.96M
Shares

$242 Million
11.04% of portfolio
Heritage Wealth Advisors

4.82M
Shares

$235 Million
10.82% of portfolio
Bank Of America Corp Charlotte, NC

3.7M
Shares

$181 Million
0.02% of portfolio

View Full List

About VANGUARD SHT TRM INFLT-PROT FD

Ticker VTIP
Sector ETFs
Industry ETFs

More about VTIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account