LPL Financial LLC VTIP Holdings History

Number of Shares
14.86 Mil
Current Holdings Value*
$741.36 Mil
% of Portfolio
0.29%
Total Estimate Gain
$6.64 Mil
% of Total Estimate Gain
0.80%

LPL Financial LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-03-31, LPL Financial LLC held 14.86 Mil shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $741.36 Mil. This investment constitutes 0.29% of their stock portfolio, and LPL Financial LLC now holds 5.44% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2018Q2. And since then LPL Financial LLC has made 14 purchases of VTIP, at an average price of $49.36, for a total of 16.90 Mil shares. In addition, there have been 14 sales at an average price of $47.43 for 2.04 Mil shares. Based on historical transaction data and VTIP's current price of $50.07, LPL Financial LLC's estimated gain on his VTIP holdings is $6.64 Mil, reflecting a 0.80% gain to date.

LPL Financial LLC VTIP ($50.07) Holding Chart

LPL Financial LLC VTIP ($50.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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