Sax Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,510 shares of VTIP stock, worth $325,760. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,510
Previous 5,057
28.73%
Holding current value
$325,760
Previous $256,000
26.95%
% of portfolio
0.02%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding VTIP
# of Institutions
923Shares Held
207MCall Options Held
70KPut Options Held
0-
Jpmorgan Chase & CO New York, NY28.7MShares$1.44 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$873 Million0.28% of portfolio
-
Sei Investments CO Oaks, PA8.58MShares$430 Million0.49% of portfolio
-
Goldman Sachs Group Inc New York, NY8.49MShares$425 Million0.06% of portfolio
-
Wealthspire Advisors, LLC New York, NY7.59MShares$380 Million2.04% of portfolio