Phillips Financial Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Phillips Financial Management, LLC
- $1.24 Billion
- Q1 2025
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Phillips Financial Management, LLC holds 104,855 shares of VTIP stock, worth $5.26 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
104,855
Previous 117,078
10.44%
Holding current value
$5.26 Million
Previous $5.67 Million
7.69%
% of portfolio
0.42%
Previous 0.46%
Shares
32 transactions
Others Institutions Holding VTIP
# of Institutions
837Shares Held
161MCall Options Held
9.2KPut Options Held
100-
Jpmorgan Chase & CO New York, NY21.1MShares$1.06 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$434 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$358 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$343 Million2.21% of portfolio
-
Valmark Advisers, Inc.6MShares$301 Million4.58% of portfolio