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 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
92+ 0.7% |
$4.29K - $4.4K
|
13.2K
$647K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
83New |
$3.87K - $3.97K
|
83
$4.06K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
81+ 0.04% |
$3.78K - $3.87K
|
196K
$9.62M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
80+ 1.5% |
$3.73K - $3.83K
|
5.42K
$266K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
77+ 0.68% |
$3.59K - $3.68K
|
11.3K
$554K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
72+ 7200.0% |
$3.36K - $3.44K
|
73
$3.57K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
69New |
$3.22K - $3.3K
|
69
$3.38K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
69+ 0.78% |
$3.22K - $3.3K
|
8.87K
$434K
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
62+ 0.9% |
$2.89K - $2.97K
|
6.96K
$341K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
62+ 0.41% |
$2.89K - $2.97K
|
15.2K
$742K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
62+ 1.23% |
$2.89K - $2.97K
|
5.12K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
47+ 13.39% |
$2.19K - $2.25K
|
398
$19.5K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
37+ 0.5% |
$1.72K - $1.77K
|
7.45K
$365K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
36New |
$1.68K - $1.72K
|
36
$1.76K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$1.49K - $1.53K
|
32
$1.57K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
31+ 0.7% |
$1.45K - $1.48K
|
4.43K
$217K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
26+ 0.25% |
$1.21K - $1.24K
|
10.5K
$513K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24New |
$1.12K - $1.15K
|
24
$1.18K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.26% |
$1.12K - $1.15K
|
9.28K
$454K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21New |
$979 - $1K
|
21
$1.03K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
20+ 0.1% |
$932 - $957
|
21.1K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16New |
$746 - $765
|
16
$784
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
14+ 0.16% |
$653 - $670
|
9.03K
$442K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
13New |
$606 - $622
|
13
$637
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
12+ 0.04% |
$559 - $574
|
32.9K
$1.61M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7New |
$326 - $335
|
7
$343
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6New |
$280 - $287
|
6
$294
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4New |
$186 - $191
|
4
$196
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 1.94% |
$93.2 - $95.7
|
105
$5.14K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 2.13% |
$46.6 - $47.8
|
48
$2.35K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$46.6 - $47.8
|
17K
$832K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$46.6 - $47.8
|
5.44K
$266K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1- 0.01% |
$46.6 - $47.8
|
9.62K
$471K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1- 50.0% |
$46.6 - $47.8
|
1
$49
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2- 0.01% |
$93.2 - $95.7
|
18K
$884K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 0.5% |
$373 - $383
|
1.59K
$77.7K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9- 7.69% |
$420 - $430
|
108
$5.29K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9- 7.69% |
$420 - $430
|
108
$5.29K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-10- -0.0% |
$466 - $478
|
263K
$12.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-21- 0.14% |
$979 - $1K
|
15K
$734K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-23- 1.16% |
$1.07K - $1.1K
|
1.95K
$95.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-30- 31.58% |
$1.4K - $1.43K
|
65
$3.18K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-43- 0.34% |
$2K - $2.06K
|
12.4K
$609K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-45- 0.43% |
$2.1K - $2.15K
|
10.5K
$513K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-58- 0.51% |
$2.7K - $2.77K
|
11.2K
$549K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-64- 11.45% |
$2.98K - $3.06K
|
495
$24.2K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-67- 0.32% |
$3.12K - $3.2K
|
21.2K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-76- 0.49% |
$3.54K - $3.64K
|
15.3K
$751K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-79- 0.23% |
$3.68K - $3.78K
|
34.5K
$1.69M
|