CUSIP 922907209
VANGUARD INTERM-TERM TX-EX INV
7 institutions · $1.3M total · 97,638 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 56,393 | $759.6K | 57.75% | 2025-03-31 |
| 2 | ENCOMPASS WEALTH ADVISORS, LLC | 36,956 | $480.4K | 37.85% | 2023-12-31 |
| 3 | Strategic Investment Solutions, Inc. /IL | 2,311 | $31.1K | 2.36% | 2023-09-30 |
| 4 | Westside Investment Management, Inc. | 1,975 | $26.8K | 2.02% | 2024-12-31 |
| 5 | Brooklyn Investment Group | 1 | $14 | 0.00% | 2025-06-30 |
| 6 | Financial Gravity Companies, Inc. | 1 | $12 | 0.00% | 2025-06-30 |
| 7 | Financial Gravity Asset Management, Inc. | 1 | $12 | 0.00% | 2025-12-31 |