Phillips Financial Management, LLC Vanguard Intermediate Term Cor Transaction History
Phillips Financial Management, LLC
- $1.24 Billion
- Q1 2025
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Phillips Financial Management, LLC holds 175,113 shares of VCIT stock, worth $14.5 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
175,113
Previous 183,740
4.7%
Holding current value
$14.5 Million
Previous $14.7 Million
2.92%
% of portfolio
1.16%
Previous 1.2%
Shares
32 transactions
Others Institutions Holding VCIT
# of Institutions
1,311Shares Held
500MCall Options Held
25.2KPut Options Held
173K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa97.4MShares$8.04 Billion3.51% of portfolio
-
Bank Of America Corp Charlotte, NC75.7MShares$6.25 Billion0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.29 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25MShares$2.06 Billion1.93% of portfolio
-
Prudential PLC London, England, X015.9MShares$1.31 Billion6.61% of portfolio