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 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
48.1KNew |
$2.24M - $2.3M
|
48.1K
$2.35M
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
47.2K+ 35.17% |
$2.2M - $2.26M
|
182K
$8.86M
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
45.3K+ 4.03% |
$2.11M - $2.16M
|
1.17M
$57M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
43.7K+ 31.44% |
$2.04M - $2.09M
|
183K
$8.92M
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
42.4K+ 13.48% |
$1.98M - $2.03M
|
357K
$17.4M
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
41.9K+ 4.95% |
$1.95M - $2M
|
888K
$43.3M
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
40.5K+ 26.52% |
$1.89M - $1.94M
|
193K
$9.42M
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
39.3KNew |
$1.83M - $1.88M
|
39.3K
$1.92M
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
39.1K+ 20.84% |
$1.82M - $1.87M
|
227K
$11.1M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
36.8K+ 346.96% |
$1.72M - $1.76M
|
47.4K
$2.32M
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
34.3K+ 9.45% |
$1.6M - $1.64M
|
397K
$19.4M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
34.1K+ 84.66% |
$1.59M - $1.63M
|
74.4K
$3.63M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33K+ 13.63% |
$1.54M - $1.58M
|
275K
$13.4M
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
31.2K+ 473.2% |
$1.45M - $1.49M
|
37.8K
$1.84M
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30.9K+ 35570.11% |
$1.44M - $1.48M
|
31K
$1.52M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30.9K+ 35570.11% |
$1.44M - $1.48M
|
31K
$1.52M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
30.6KNew |
$1.43M - $1.46M
|
30.6K
$1.49M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
29.6K+ 121.51% |
$1.38M - $1.42M
|
54K
$2.64M
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
29.3KNew |
$1.37M - $1.4M
|
29.3K
$1.43M
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
28K+ 3.01% |
$1.31M - $1.34M
|
958K
$46.8M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.7K+ 6.73% |
$1.2M - $1.23M
|
407K
$19.9M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.8KNew |
$1.11M - $1.14M
|
23.8K
$1.16M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.5K+ 58.7% |
$1.1M - $1.12M
|
63.5K
$3.1M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 72.32% |
$1.09M - $1.12M
|
55.7K
$2.72M
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
21.9KNew |
$1.02M - $1.05M
|
21.9K
$1.07M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.7KNew |
$1.01M - $1.04M
|
21.7K
$1.06M
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
21.7K+ 19.24% |
$1.01M - $1.04M
|
134K
$6.56M
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
21.2K+ 11.83% |
$987K - $1.01M
|
200K
$9.77M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20.7KNew |
$964K - $989K
|
20.7K
$1.01M
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
19.8K+ 16.0% |
$922K - $946K
|
143K
$7M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
19.6K+ 155.85% |
$915K - $939K
|
32.2K
$1.57M
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
18.3K+ 5.42% |
$852K - $874K
|
355K
$17.3M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
18.1K+ 20.86% |
$842K - $864K
|
105K
$5.11M
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
18K+ 9.01% |
$840K - $862K
|
218K
$10.6M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
17.9K+ 360.58% |
$834K - $855K
|
22.8K
$1.12M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17.8K+ 4.78% |
$832K - $853K
|
391K
$19.1M
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
15.8KNew |
$737K - $757K
|
15.8K
$772K
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
15.5K+ 4.84% |
$723K - $742K
|
336K
$16.4M
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 3.01% |
$720K - $738K
|
528K
$25.8M
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
15.1K+ 22.22% |
$706K - $724K
|
83.3K
$4.07M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.9K+ 125.61% |
$694K - $712K
|
26.7K
$1.3M
|
|
May 11, 2023
Q1 2023
|
True Wealth Financial Partners
|
BUY
|
- |
14.8K+ 12.52% |
$689K - $707K
|
133K
$6.49M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.3K+ 46.33% |
$669K - $686K
|
45.3K
$2.21M
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
14.3K+ 13.26% |
$666K - $683K
|
122K
$5.95M
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
BUY
|
- |
14.2K+ 7.04% |
$662K - $680K
|
216K
$10.5M
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
14.2K+ 5.13% |
$662K - $679K
|
291K
$14.2M
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
14.1K+ 3.71% |
$658K - $675K
|
394K
$19.2M
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.1K+ 0.82% |
$658K - $675K
|
1.73M
$84.3M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14K+ 10.22% |
$653K - $670K
|
151K
$7.37M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.9K+ 0.94% |
$649K - $666K
|
1.5M
$73.2M
|