Napa Wealth Management Vanguard Sht Trm Inflt Prot Fd Transaction History
Napa Wealth Management
- $213 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding VTIP
# of Institutions
928Shares Held
206MCall Options Held
70KPut Options Held
0-
Jpmorgan Chase & CO New York, NY28.7MShares$1.44 Billion0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC17.5MShares$873 Million0.28% of portfolio
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Sei Investments CO Oaks, PA8.58MShares$430 Million0.49% of portfolio
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Goldman Sachs Group Inc New York, NY8.49MShares$425 Million0.06% of portfolio
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Wealthspire Advisors, LLC New York, NY7.59MShares$380 Million2.04% of portfolio