Aegis Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Aegis Wealth Management LLC
- $187 Billion
- Q3 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Aegis Wealth Management LLC holds 35,601 shares of VTIP stock, worth $1.78 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
35,601
Previous 35,301
0.85%
Holding current value
$1.78 Million
Previous $1.76 Billion
2.33%
% of portfolio
0.97%
Previous 1.06%
Shares
3 transactions
Others Institutions Holding VTIP
# of Institutions
931Shares 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