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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-12K- 3.59% |
$558K - $572K
|
321K
$15.7M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-12.1K- 16.0% |
$566K - $581K
|
63.8K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.2K- 13.53% |
$567K - $581K
|
77.7K
$3.8M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.2K- 14.68% |
$571K - $585K
|
71.2K
$3.48M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-12.3K- 14.56% |
$574K - $589K
|
72.2K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-12.3K- 38.14% |
$575K - $590K
|
20K
$977K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-12.4K- 2.09% |
$576K - $591K
|
579K
$28.3M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-13.2K- 1.96% |
$613K - $629K
|
659K
$32.2M
|
|
|
May 01, 2023
Q1 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-13.4K- 6.42% |
$624K - $640K
|
195K
$9.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-13.9K- 28.62% |
$646K - $662K
|
34.5K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.9K- 7.26% |
$647K - $664K
|
177K
$8.67M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-14.2K- 11.41% |
$664K - $681K
|
111K
$5.41M
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 99.55% |
$671K - $689K
|
65
$3.18K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-14.6K- 2.54% |
$679K - $697K
|
558K
$27.3M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14.8K- 6.52% |
$692K - $710K
|
213K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-15K- 20.89% |
$701K - $719K
|
56.9K
$2.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-15.3K- 38.12% |
$714K - $733K
|
24.9K
$1.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-15.7K- 8.28% |
$733K - $752K
|
174K
$8.51M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-15.7K- 35.18% |
$734K - $753K
|
29K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-16.1K- 70.5% |
$753K - $772K
|
6.75K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-16.3K- 6.63% |
$760K - $780K
|
230K
$11.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-16.3K- 21.11% |
$761K - $781K
|
61K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.4K- 5.94% |
$764K - $784K
|
259K
$12.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-16.6K- 78.34% |
$772K - $792K
|
4.58K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16.8K- 24.02% |
$784K - $805K
|
53.2K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-17K- 14.93% |
$794K - $814K
|
97K
$4.74M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-17.4K- 72.27% |
$813K - $834K
|
6.69K
$327K
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-18.2K- 17.21% |
$848K - $870K
|
87.5K
$4.28M
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-19.3K- 17.6% |
$898K - $921K
|
90.2K
$4.41M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.8K- 6.11% |
$922K - $946K
|
304K
$14.9M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-19.8K- 16.39% |
$924K - $948K
|
101K
$4.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-20.3K- 28.67% |
$945K - $969K
|
50.4K
$2.46M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-20.9K- 42.69% |
$976K - $1M
|
28.1K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-21.7K- 72.82% |
$1.01M - $1.04M
|
8.11K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.1K- 13.05% |
$1.03M - $1.06M
|
147K
$7.2M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-22.2K- 13.68% |
$1.03M - $1.06M
|
140K
$6.83M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-22.2K- 6.1% |
$1.03M - $1.06M
|
341K
$16.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-22.2K- 20.04% |
$1.03M - $1.06M
|
88.6K
$4.33M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-22.6K- 8.01% |
$1.05M - $1.08M
|
259K
$12.7M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.9K- 50.15% |
$1.07M - $1.09M
|
22.7K
$1.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-23.1K- 18.75% |
$1.08M - $1.1M
|
100K
$4.89M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.4K- 59.32% |
$1.09M - $1.12M
|
16.1K
$786K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-24.5K- 81.6% |
$1.14M - $1.17M
|
5.53K
$270K
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-24.6K- 12.31% |
$1.15M - $1.18M
|
176K
$8.58M
|
|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-24.9K- 42.59% |
$1.16M - $1.19M
|
33.5K
$1.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-25.4K- 61.51% |
$1.18M - $1.21M
|
15.9K
$776K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-27K- 39.4% |
$1.26M - $1.29M
|
41.5K
$2.03M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-27K- 84.12% |
$1.26M - $1.29M
|
5.11K
$250K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-28.4K- 25.06% |
$1.32M - $1.36M
|
85K
$4.15M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-28.5K- 41.32% |
$1.33M - $1.36M
|
40.5K
$1.98M
|