Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31KNew |
$1.47M - $1.48M
|
31K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
29.9K+ 13.65% |
$1.42M - $1.43M
|
249K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
29.9K+ 10.53% |
$1.42M - $1.43M
|
314K
$15.3M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
28K+ 41.79% |
$1.33M - $1.34M
|
94.9K
$4.64M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27.8K+ 181.4% |
$1.32M - $1.33M
|
43.1K
$2.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
27.5K+ 47.54% |
$1.3M - $1.32M
|
85.3K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26.9K+ 70.26% |
$1.27M - $1.29M
|
65.2K
$3.19M
|
|
|
May 02, 2024
Q1 2024
|
Florin Court Capital LLP
|
BUY
|
- |
26.6K+ 31.07% |
$1.26M - $1.27M
|
112K
$5.48M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
26.3K+ 6.76% |
$1.25M - $1.26M
|
416K
$20.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
26.1K+ 10.64% |
$1.24M - $1.25M
|
272K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
26K+ 61.96% |
$1.23M - $1.25M
|
68.1K
$3.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
24K+ 106.12% |
$1.14M - $1.15M
|
46.7K
$2.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23.8K+ 138.38% |
$1.13M - $1.14M
|
40.9K
$2M
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
23.2K+ 4.9% |
$1.1M - $1.11M
|
497K
$24.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19.9KNew |
$942K - $952K
|
19.9K
$971K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19.8K+ 22.38% |
$940K - $951K
|
109K
$5.3M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.3KNew |
$913K - $924K
|
19.3K
$942K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
19.1K+ 3.15% |
$904K - $915K
|
625K
$30.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
18.6K+ 4.93% |
$883K - $893K
|
397K
$19.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
18.2K+ 3.36% |
$861K - $871K
|
558K
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.6K+ 7.39% |
$834K - $844K
|
256K
$12.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
17.6K+ 29.72% |
$833K - $842K
|
76.7K
$3.75M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
17.5KNew |
$830K - $839K
|
17.5K
$856K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
16.1K+ 2.74% |
$763K - $771K
|
604K
$29.5M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
16K+ 167.76% |
$757K - $766K
|
25.5K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
15K+ 7.98% |
$711K - $719K
|
203K
$9.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
14.6K+ 3.13% |
$690K - $698K
|
479K
$23.4M
|
|
|
May 07, 2024
Q1 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
13.9K+ 9.62% |
$659K - $666K
|
159K
$7.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
13.8K+ 6.28% |
$655K - $662K
|
234K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.4K+ 56.43% |
$635K - $642K
|
37.1K
$1.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.4KNew |
$634K - $641K
|
13.4K
$654K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.2K+ 12.22% |
$623K - $630K
|
121K
$5.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 7.88% |
$607K - $613K
|
175K
$8.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.3K+ 46.29% |
$581K - $588K
|
38.8K
$1.89M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.1K+ 95.12% |
$573K - $579K
|
24.8K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
11.9K+ 2.39% |
$563K - $570K
|
510K
$24.9M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
11.8K+ 13.12% |
$561K - $567K
|
102K
$4.99M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11.7K+ 17.26% |
$556K - $562K
|
79.7K
$3.9M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.5KNew |
$545K - $551K
|
11.5K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.3K+ 46.13% |
$535K - $541K
|
35.8K
$1.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
11.2K+ 9.44% |
$531K - $537K
|
130K
$6.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.9K+ 4.25% |
$519K - $525K
|
269K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
10.9K+ 45.69% |
$518K - $524K
|
34.9K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.3K+ 25.67% |
$489K - $494K
|
50.5K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.96K+ 6.65% |
$472K - $477K
|
160K
$7.81M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9.75K+ 2.64% |
$462K - $467K
|
379K
$18.5M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.68K+ 8.7% |
$459K - $464K
|
121K
$5.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.45KNew |
$448K - $453K
|
9.45K
$462K
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
9.33K+ 7.98% |
$442K - $447K
|
126K
$6.17M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
9.31K+ 3.05% |
$441K - $446K
|
315K
$15.4M
|