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 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
2.5K+ 27.92% |
$116K - $119K
|
11.4K
$558K
|
|
|
Apr 26, 2023
Q1 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.42K+ 2.6% |
$113K - $116K
|
95.5K
$4.66M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.4K+ 45.03% |
$112K - $115K
|
7.72K
$377K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.39K+ 54.8% |
$111K - $114K
|
6.75K
$330K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.36K+ 22.11% |
$110K - $113K
|
13K
$636K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.19K+ 39.7% |
$102K - $105K
|
7.72K
$377K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.11K+ 1.05% |
$98.6K - $101K
|
202K
$9.89M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.06K+ 2.61% |
$95.8K - $98.3K
|
80.8K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.04K+ 7.23% |
$95K - $97.5K
|
30.2K
$1.48M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.01K+ 1.21% |
$93.6K - $96K
|
168K
$8.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2K+ 2.45% |
$93.2K - $95.6K
|
83.7K
$4.09M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.9K+ 1.95% |
$88.6K - $90.9K
|
99.1K
$4.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.89K+ 9.08% |
$88.2K - $90.5K
|
22.7K
$1.11M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.87K+ 41.06% |
$87.1K - $89.3K
|
6.42K
$313K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.81K+ 13.3% |
$84.2K - $86.4K
|
15.4K
$751K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.76K+ 139.49% |
$82K - $84.1K
|
3.02K
$147K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
1.69K+ 1.33% |
$79K - $81K
|
129K
$6.3M
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.64K+ 3.86% |
$76.6K - $78.5K
|
44.2K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 52.19% |
$76.1K - $78.1K
|
4.76K
$232K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.61K+ 1.23% |
$75.1K - $77K
|
133K
$6.49M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.6K+ 3.25% |
$74.6K - $76.5K
|
50.9K
$2.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.58K+ 2.12% |
$73.8K - $75.7K
|
76.1K
$3.72M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.54K+ 0.68% |
$71.9K - $73.8K
|
228K
$11.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.54K+ 2.05% |
$71.8K - $73.7K
|
76.6K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.52K+ 1.46% |
$70.7K - $72.5K
|
105K
$5.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
1.45K+ 5.71% |
$67.6K - $69.4K
|
26.9K
$1.31M
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.43K+ 1.13% |
$66.7K - $68.4K
|
128K
$6.26M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.39KNew |
$64.9K - $66.6K
|
1.39K
$68K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.34K+ 6.32% |
$62.6K - $64.2K
|
22.6K
$1.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.34K+ 8.92% |
$62.3K - $63.9K
|
16.3K
$797K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.31K+ 4.46% |
$60.9K - $62.5K
|
30.6K
$1.49M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.23K+ 2.87% |
$57.2K - $58.7K
|
44K
$2.15M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.21K+ 19.95% |
$56.3K - $57.8K
|
7.26K
$355K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.13K+ 12.35% |
$52.7K - $54.1K
|
10.3K
$502K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.13KNew |
$52.5K - $53.9K
|
1.13K
$55K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.11K+ 35.23% |
$51.7K - $53K
|
4.25K
$208K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
1.07K+ 0.93% |
$50.1K - $51.4K
|
116K
$5.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.06K+ 12.88% |
$49.5K - $50.7K
|
9.3K
$454K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
1.04K+ 1.96% |
$48.4K - $49.6K
|
54K
$2.63M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.03K+ 1.98% |
$48K - $49.3K
|
52.9K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1K+ 7.51% |
$46.6K - $47.8K
|
14.3K
$699K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1K+ 5.07% |
$46.6K - $47.8K
|
20.7K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
970+ 3.93% |
$45.2K - $46.4K
|
25.7K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
964+ 5.08% |
$44.9K - $46.1K
|
19.9K
$974K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
956+ 555.81% |
$44.6K - $45.7K
|
1.13K
$55.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
945+ 2.43% |
$44.1K - $45.2K
|
39.8K
$1.94M
|
|
|
May 03, 2023
Q1 2023
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
925+ 1.28% |
$43.1K - $44.2K
|
73.2K
$3.58M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
901+ 17.33% |
$42K - $43.1K
|
6.1K
$298K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
846+ 27.41% |
$39.4K - $40.5K
|
3.93K
$192K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
833+ 8.21% |
$38.8K - $39.8K
|
11K
$536K
|