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 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.9K+ 0.94% |
$649K - $666K
|
1.5M
$73.5M
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
13.9K+ 8.64% |
$649K - $665K
|
175K
$8.57M
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13.9K+ 9.53% |
$648K - $665K
|
160K
$7.83M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
13.5KNew |
$629K - $646K
|
13.5K
$661K
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
13.4K+ 38.38% |
$625K - $641K
|
48.3K
$2.37M
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$584K - $599K
|
12.5K
$613K
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
12.2K+ 3.34% |
$570K - $585K
|
378K
$18.5M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.2KNew |
$569K - $584K
|
12.2K
$598K
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
12.1KNew |
$566K - $581K
|
12.1K
$594K
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
11.6K+ 6.74% |
$541K - $555K
|
184K
$8.99M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.1K+ 34.54% |
$519K - $533K
|
43.4K
$2.12M
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
11K+ 4.6% |
$513K - $526K
|
250K
$12.3M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9KNew |
$507K - $520K
|
10.9K
$533K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.7K+ 241.7% |
$497K - $510K
|
15.1K
$738K
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
10.5KNew |
$490K - $502K
|
10.5K
$514K
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10.5K+ 31.78% |
$488K - $500K
|
43.4K
$2.12M
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
9.89K+ 16.46% |
$461K - $473K
|
69.9K
$3.42M
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9.68K+ 222.89% |
$451K - $463K
|
14K
$687K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
9.67KNew |
$451K - $463K
|
9.67K
$474K
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9.46K+ 3.27% |
$441K - $453K
|
299K
$14.6M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.44K+ 29.74% |
$440K - $451K
|
41.2K
$2.02M
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.31K+ 62.09% |
$434K - $445K
|
24.3K
$1.19M
|
|
Nov 13, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
9.29KNew |
$433K - $444K
|
9.29K
$455K
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.15K+ 11.01% |
$427K - $438K
|
92.2K
$4.52M
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
BUY
|
- |
9.12K+ 1.81% |
$425K - $436K
|
514K
$25.1M
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9.12K+ 27.99% |
$425K - $436K
|
41.7K
$2.04M
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
8.98K+ 16.81% |
$419K - $430K
|
62.4K
$3.06M
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
8.96K+ 1.56% |
$418K - $429K
|
582K
$28.5M
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8.76K+ 85.34% |
$408K - $419K
|
19K
$931K
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8.11K+ 4.66% |
$378K - $388K
|
182K
$8.91M
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8KNew |
$373K - $383K
|
8K
$392K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8K+ 129.14% |
$373K - $383K
|
14.2K
$695K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.76K+ 23.58% |
$362K - $371K
|
40.6K
$1.99M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.76K+ 23.58% |
$362K - $371K
|
40.6K
$1.99M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.75K+ 46.18% |
$361K - $371K
|
24.5K
$1.2M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.69KNew |
$358K - $368K
|
7.69K
$376K
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
7.58K+ 14.17% |
$354K - $363K
|
61.1K
$2.99M
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
7.26K+ 1.51% |
$339K - $347K
|
488K
$23.9M
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.06K+ 65.88% |
$329K - $338K
|
17.8K
$871K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7K+ 3.99% |
$326K - $335K
|
183K
$8.94M
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6.99KNew |
$326K - $334K
|
6.99K
$342K
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
6.98K+ 69.12% |
$325K - $334K
|
17.1K
$836K
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
6.83K+ 1.43% |
$319K - $327K
|
484K
$23.7M
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.81K+ 84.92% |
$317K - $325K
|
14.8K
$726K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
6.76KNew |
$315K - $324K
|
6.76K
$331K
|
|
Apr 14, 2023
Q1 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
6.67K+ 5.43% |
$311K - $319K
|
129K
$6.34M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6.65K+ 78.03% |
$310K - $318K
|
15.2K
$743K
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
6.61K+ 26.08% |
$308K - $316K
|
32K
$1.57M
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.54KNew |
$305K - $313K
|
6.54K
$320K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.48K+ 15.36% |
$302K - $310K
|
48.7K
$2.38M
|