Schwallier Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Schwallier Wealth Management LLC
- $164 Billion
- Q2 2025
A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 4,827 shares of VTIP stock, worth $242,074. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,827
Previous 10,317
53.21%
Holding current value
$242,074
Previous $515 Million
52.87%
% of portfolio
0.15%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding VTIP
# of Institutions
910Shares Held
189MCall Options Held
56.9KPut Options Held
8.4K-
Jpmorgan Chase & CO New York, NY18.6MShares$931 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.6MShares$833 Million0.29% of portfolio
-
Sei Investments CO Oaks, PA8.7MShares$436 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY8.51MShares$427 Million0.06% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.94MShares$348 Million1.98% of portfolio