Shanker Valleau Wealth Advisors, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $370 Million
- Q3 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 166,945 shares of VTIP stock, worth $8.37 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
166,945
Previous 158,497
5.33%
Holding current value
$8.37 Million
Previous $7.97 Million
6.09%
% of portfolio
2.29%
Previous 2.4%
Shares
4 transactions
Others Institutions Holding VTIP
# of Institutions
913Shares 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