Purchases and Sales Made in Q1 2023 in Vanguard Sht Trm Inflt Prot Fd (VTIP)
This table provides information about the institutional ownership of Vanguard Sht Trm Inflt Prot Fd (VTIP) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD SHT TRM INFLT-PROT FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.08M+ 532.54% |
$50.2M - $51.5M
|
1.28M
$62.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
975KNew |
$45.5M - $46.6M
|
975K
$47.7M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
695KNew |
$32.4M - $33.2M
|
695K
$34M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
593K+ 782.67% |
$27.6M - $28.3M
|
668K
$32.7M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
534KNew |
$24.9M - $25.5M
|
534K
$26.1M
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
452K+ 553.07% |
$21.1M - $21.6M
|
534K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
439KNew |
$20.5M - $21M
|
439K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
423KNew |
$19.7M - $20.2M
|
423K
$20.7M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
413KNew |
$19.2M - $19.7M
|
413K
$20.2M
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
404KNew |
$18.8M - $19.3M
|
404K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
364K+ 137.04% |
$17M - $17.4M
|
630K
$30.8M
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
310K+ 69.47% |
$14.4M - $14.8M
|
756K
$36.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
299K+ 4479.78% |
$13.9M - $14.3M
|
306K
$14.9M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
287KNew |
$13.4M - $13.7M
|
287K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
265K+ 572.01% |
$12.4M - $12.7M
|
312K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
261K+ 4.19% |
$12.2M - $12.5M
|
6.49M
$317M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
257K+ 662.65% |
$12M - $12.3M
|
295K
$14.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
254KNew |
$11.8M - $12.1M
|
254K
$12.4M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
237K+ 94.14% |
$11M - $11.3M
|
488K
$23.9M
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
231K+ 10705.33% |
$10.8M - $11.1M
|
233K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
202K+ 28.35% |
$9.41M - $9.66M
|
914K
$44.7M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
176KNew |
$8.23M - $8.44M
|
176K
$8.63M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
155K+ 690.41% |
$7.24M - $7.43M
|
178K
$8.69M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
153K+ 210.9% |
$7.14M - $7.33M
|
226K
$11M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
146K+ 3.09% |
$6.79M - $6.97M
|
4.86M
$238M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
129K+ 21.22% |
$6.03M - $6.19M
|
739K
$36.1M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
124K+ 61.02% |
$5.77M - $5.92M
|
327K
$16M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
124K+ 39.65% |
$5.77M - $5.92M
|
436K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
117K+ 85.74% |
$5.44M - $5.58M
|
253K
$12.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
107K+ 38.3% |
$4.98M - $5.11M
|
386K
$18.9M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
104KNew |
$4.86M - $4.99M
|
104K
$5.1M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
101K+ 55.41% |
$4.73M - $4.85M
|
284K
$13.9M
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
101KNew |
$4.71M - $4.84M
|
101K
$4.94M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
99.6K+ 918.12% |
$4.64M - $4.76M
|
110K
$5.4M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
95.4K+ 31.39% |
$4.45M - $4.56M
|
399K
$19.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
91.2K+ 4.44% |
$4.25M - $4.36M
|
2.14M
$105M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
84.4K+ 824.01% |
$3.94M - $4.04M
|
94.7K
$4.63M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
81.4K+ 1016.73% |
$3.8M - $3.89M
|
89.4K
$4.37M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
77.2KNew |
$3.6M - $3.69M
|
77.2K
$3.77M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
76.5K+ 83.61% |
$3.56M - $3.66M
|
168K
$8.21M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
67.8KNew |
$3.16M - $3.24M
|
67.8K
$3.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
58.9K+ 6.43% |
$2.75M - $2.82M
|
975K
$47.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
56.8K+ 13.64% |
$2.65M - $2.72M
|
473K
$23.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
56.3KNew |
$2.62M - $2.69M
|
56.3K
$2.75M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
55K+ 15.61% |
$2.56M - $2.63M
|
407K
$19.9M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
51.1K+ 1.19% |
$2.38M - $2.45M
|
4.34M
$212M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
50.6K+ 45.92% |
$2.36M - $2.42M
|
161K
$7.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
50.4K+ 72.26% |
$2.35M - $2.41M
|
120K
$5.87M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.6KNew |
$2.31M - $2.37M
|
49.6K
$2.42M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
49.5K+ 96.19% |
$2.31M - $2.37M
|
101K
$4.93M
|