Topel & Distasi Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Topel & Distasi Wealth Management, LLC
- $203 Million
- Q3 2025
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,416 shares of VTIP stock, worth $321,056. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,416
Previous 6,446
0.47%
Holding current value
$321,056
Previous $324,000
-0.0%
% of portfolio
0.16%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding VTIP
# of Institutions
933Shares Held
206MCall 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