Purchases and Sales Made in Q1 2025 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 2025. 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 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.2KNew |
$252K - $260K
|
5.2K
$260K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.2KNew |
$252K - $260K
|
5.2K
$260K
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5.2K+ 5.64% |
$252K - $260K
|
97.5K
$4.88M
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.17K+ 107.51% |
$250K - $258K
|
9.98K
$499K
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.16K+ 5.29% |
$250K - $257K
|
103K
$5.13M
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.15K+ 11.41% |
$249K - $257K
|
50.3K
$2.51M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$248K - $255K
|
5.11K
$256K
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.1K+ 3.55% |
$247K - $255K
|
149K
$7.44M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.1KNew |
$247K - $254K
|
5.1K
$255K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.06KNew |
$245K - $252K
|
5.06K
$253K
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.01KNew |
$243K - $250K
|
5.01K
$251K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.98K+ 27.81% |
$241K - $249K
|
22.9K
$1.15M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.92K+ 5.57% |
$238K - $246K
|
93.3K
$4.67M
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.9K+ 56.92% |
$237K - $244K
|
13.5K
$675K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.89K+ 146.06% |
$237K - $244K
|
8.24K
$412K
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
4.85K+ 1.28% |
$235K - $242K
|
385K
$19.3M
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.83KNew |
$234K - $241K
|
4.83K
$241K
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
4.74K+ 4.74% |
$230K - $236K
|
105K
$5.24M
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.64K+ 8.76% |
$225K - $232K
|
57.6K
$2.88M
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.56K+ 12.12% |
$221K - $228K
|
42.2K
$2.11M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.53KNew |
$219K - $226K
|
4.53K
$226K
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
4.47K+ 8.97% |
$216K - $223K
|
54.3K
$2.71M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.41K+ 3.55% |
$214K - $220K
|
129K
$6.43M
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.32KNew |
$209K - $215K
|
4.32K
$216K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.31KNew |
$209K - $215K
|
4.31K
$215K
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
4.08K+ 21.18% |
$197K - $203K
|
23.3K
$1.17M
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
4.05K+ 2.4% |
$196K - $202K
|
172K
$8.62M
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4.04K+ 4.94% |
$195K - $201K
|
85.6K
$4.28M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.04K+ 7.35% |
$195K - $201K
|
58.9K
$2.95M
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
4K+ 40.0% |
$194K - $200K
|
14K
$700K
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
3.95K+ 6.53% |
$191K - $197K
|
64.3K
$3.22M
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
3.85K+ 4.33% |
$186K - $192K
|
92.7K
$4.64M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.79K+ 4.18% |
$184K - $189K
|
94.5K
$4.73M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.78K+ 54.85% |
$183K - $189K
|
10.7K
$534K
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.7KNew |
$179K - $185K
|
3.7K
$185K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.69K+ 0.5% |
$179K - $184K
|
746K
$37.3M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.65K+ 22.3% |
$177K - $182K
|
20K
$1M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.64K+ 121333.33% |
$176K - $182K
|
3.64K
$182K
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.6K+ 32.97% |
$174K - $179K
|
14.5K
$725K
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.53K+ 11.67% |
$171K - $176K
|
33.8K
$1.69M
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.5K+ 17.81% |
$169K - $175K
|
23.1K
$1.16M
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.42K+ 36.81% |
$166K - $171K
|
12.7K
$637K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.37K+ 26.03% |
$163K - $168K
|
16.3K
$817K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.35K+ 6.23% |
$162K - $167K
|
57.1K
$2.86M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.31K+ 8.9% |
$160K - $165K
|
40.5K
$2.02M
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.2K+ 6.22% |
$155K - $160K
|
54.7K
$2.73M
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.15K+ 2.82% |
$152K - $157K
|
115K
$5.74M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.94KNew |
$143K - $147K
|
2.94K
$147K
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
2.89K+ 29.27% |
$140K - $144K
|
12.7K
$637K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.78K+ 1.79% |
$135K - $139K
|
158K
$7.93M
|