Shanker Valleau Wealth Advisors, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $332 Million
- Q2 2025
A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 158,497 shares of VTIP stock, worth $7.93 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
158,497
Previous 156,274
1.42%
Holding current value
$7.93 Million
Previous $7.79 Million
2.26%
% of portfolio
2.4%
Previous 2.65%
Shares
3 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
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Wealthspire Advisors, LLC New York, NY6.12MShares$306 Million1.84% of portfolio