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 $5.25 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
104,855
Previous 117,078
10.44%
Holding current value
$5.25 Million
Previous $5.67 Million
7.69%
% of portfolio
0.42%
Previous 0.46%
Shares
32 transactions
Others Institutions Holding VTIP
# of Institutions
879Shares Held
177MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$929 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$743 Million0.3% of portfolio
-
Sei Investments CO Oaks, PA8.71MShares$436 Million0.58% of portfolio
-
Valmark Advisers, Inc.6.14MShares$307 Million4.36% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.12MShares$306 Million1.84% of portfolio