Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.28M+ 44066.0% |
$203M - $206M
|
4.29M
$207M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.82M+ 333.92% |
$181M - $183M
|
4.96M
$240M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.73M+ 99.86% |
$82.2M - $83.3M
|
3.47M
$168M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
696KNew |
$33M - $33.4M
|
696K
$33.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
463KNew |
$21.9M - $22.2M
|
463K
$22.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
284K+ 38.43% |
$13.4M - $13.6M
|
1.02M
$49.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
277K+ 342.99% |
$13.1M - $13.3M
|
358K
$17.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
276K+ 226.01% |
$13.1M - $13.3M
|
398K
$19.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
258K+ 24.27% |
$12.2M - $12.4M
|
1.32M
$63.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
239K+ 56.65% |
$11.3M - $11.5M
|
662K
$32M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
225KNew |
$10.6M - $10.8M
|
225K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
214K+ 9.26% |
$10.1M - $10.3M
|
2.52M
$122M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
195K+ 4.01% |
$9.24M - $9.36M
|
5.06M
$245M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
184K+ 14.35% |
$8.7M - $8.81M
|
1.46M
$70.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
157K+ 281.94% |
$7.44M - $7.54M
|
213K
$10.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
145K+ 90.44% |
$6.89M - $6.98M
|
306K
$14.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
143K+ 18.94% |
$6.78M - $6.87M
|
899K
$43.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
142K+ 13.75% |
$6.73M - $6.82M
|
1.18M
$56.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
139K+ 375.7% |
$6.59M - $6.68M
|
176K
$8.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
139K+ 15.16% |
$6.56M - $6.65M
|
1.05M
$50.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
134K+ 33.8% |
$6.35M - $6.44M
|
531K
$25.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
114K+ 13.06% |
$5.39M - $5.47M
|
986K
$47.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
104K+ 127.56% |
$4.91M - $4.98M
|
185K
$8.94M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
90.2KNew |
$4.27M - $4.33M
|
90.2K
$4.36M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
85.9KNew |
$4.07M - $4.12M
|
85.9K
$4.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
85.6KNew |
$4.05M - $4.11M
|
85.6K
$4.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
79K+ 8.9% |
$3.74M - $3.79M
|
967K
$46.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
65.9K+ 974.05% |
$3.12M - $3.16M
|
72.6K
$3.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
65.8K+ 21.53% |
$3.12M - $3.16M
|
371K
$18M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
63.1K+ 14.59% |
$2.99M - $3.03M
|
496K
$24M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
61.5K+ 11.53% |
$2.91M - $2.95M
|
595K
$28.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
52.1K+ 38.78% |
$2.47M - $2.5M
|
187K
$9.02M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
50.6K+ 17.14% |
$2.4M - $2.43M
|
346K
$16.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
46.6K+ 3.99% |
$2.21M - $2.24M
|
1.22M
$58.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
46.6KNew |
$2.21M - $2.24M
|
46.6K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
45.6K+ 13.96% |
$2.16M - $2.19M
|
372K
$18M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
45.2KNew |
$2.14M - $2.17M
|
45.2K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
41.1KNew |
$1.95M - $1.97M
|
41.1K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
39.6K+ 37.3% |
$1.88M - $1.9M
|
146K
$7.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.4K+ 125.07% |
$1.58M - $1.6M
|
60.2K
$2.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
33.3K+ 293.42% |
$1.58M - $1.6M
|
44.6K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
31.4K+ 1.9% |
$1.49M - $1.51M
|
1.68M
$81.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
30.1KNew |
$1.43M - $1.45M
|
30.1K
$1.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
27.6K+ 2.83% |
$1.31M - $1.33M
|
1M
$48.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27.3K+ 4.14% |
$1.29M - $1.31M
|
687K
$33.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
26.6K+ 5.24% |
$1.26M - $1.28M
|
535K
$25.9M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
26.5K+ 5.04% |
$1.26M - $1.27M
|
552K
$26.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
26.5K+ 4.21% |
$1.26M - $1.27M
|
656K
$31.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
26.3KNew |
$1.24M - $1.26M
|
26.3K
$1.27M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
24.7K+ 253.55% |
$1.17M - $1.19M
|
34.5K
$1.67M
|