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
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-650- 7.1% |
$30.3K - $31.1K
|
8.5K
$416K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-651- 1.4% |
$30.3K - $31.1K
|
46K
$2.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-655- 1.02% |
$30.5K - $31.3K
|
63.3K
$3.1M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-665- 99.85% |
$31K - $31.8K
|
1
$49
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-708- 2.91% |
$33K - $33.9K
|
23.7K
$1.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-725- 13.17% |
$33.8K - $34.7K
|
4.78K
$234K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-754- 0.73% |
$35.2K - $36.1K
|
102K
$5M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-754- 0.73% |
$35.2K - $36.1K
|
102K
$5M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-782- 7.88% |
$36.5K - $37.4K
|
9.14K
$448K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-797- 13.58% |
$37.2K - $38.1K
|
5.07K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-801- 0.82% |
$37.3K - $38.3K
|
96.9K
$4.75M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-845- 4.32% |
$39.4K - $40.4K
|
18.7K
$917K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-847- 7.13% |
$39.5K - $40.5K
|
11K
$540K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-860- 17.95% |
$40.1K - $41.1K
|
3.93K
$193K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-872- 2.17% |
$40.7K - $41.7K
|
39.3K
$1.93M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-873- 3.52% |
$40.7K - $41.8K
|
23.9K
$1.17M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-875- 0.81% |
$40.8K - $41.9K
|
107K
$5.22M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-886- 0.79% |
$41.3K - $42.4K
|
111K
$5.42M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-900- 24.32% |
$42K - $43K
|
2.8K
$137K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-925- 14.57% |
$43.1K - $44.2K
|
5.43K
$266K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-952- 3.49% |
$44.4K - $45.5K
|
26.3K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-962- 18.01% |
$44.8K - $46K
|
4.38K
$214K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1K- 7.1% |
$46.6K - $47.8K
|
13.1K
$641K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.01K- 1.22% |
$46.9K - $48.2K
|
81.6K
$4M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.01K- 16.7% |
$47K - $48.3K
|
5.03K
$246K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.02K- 0.27% |
$47.4K - $48.6K
|
378K
$18.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.04K- 15.09% |
$48.6K - $49.8K
|
5.86K
$287K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.05K- 16.12% |
$49K - $50.2K
|
5.46K
$267K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.09K- 26.08% |
$50.8K - $52.1K
|
3.09K
$151K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.09K- 10.47% |
$51K - $52.3K
|
9.35K
$458K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 1.87% |
$51.3K - $52.6K
|
57.7K
$2.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.1K- 0.63% |
$51.3K - $52.7K
|
174K
$8.54M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.23K- 1.98% |
$57.3K - $58.8K
|
61K
$2.99M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.27K- 5.05% |
$59K - $60.5K
|
23.8K
$1.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.27K- 11.04% |
$59K - $60.5K
|
10.2K
$499K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.29K- 14.79% |
$60K - $61.6K
|
7.42K
$363K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.36K- 6.98% |
$63.2K - $64.9K
|
18.1K
$885K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.36K- 1.79% |
$63.4K - $65K
|
74.5K
$3.65M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.48K- 2.55% |
$69K - $70.7K
|
56.5K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.48K- 1.43% |
$69K - $70.8K
|
102K
$5M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.49K- 5.23% |
$69.5K - $71.3K
|
27K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.5K- 24.0% |
$69.9K - $71.7K
|
4.75K
$233K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.5K- 66.67% |
$69.9K - $71.7K
|
750
$36.7K
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.5K- 23.13% |
$69.9K - $71.7K
|
4.99K
$244K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.5K- 3.88% |
$69.9K - $71.7K
|
37.1K
$1.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.53K- 2.71% |
$71.4K - $73.2K
|
54.9K
$2.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.54K- 3.53% |
$71.6K - $73.5K
|
42K
$2.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.59K- 4.6% |
$74.2K - $76.1K
|
33K
$1.62M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.64K- 12.64% |
$76.6K - $78.5K
|
11.3K
$556K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.68K- 6.85% |
$78.3K - $80.4K
|
22.8K
$1.12M
|