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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51.8K- 89.85% |
$2.45M - $2.49M
|
5.85K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53.2K- 29.91% |
$2.52M - $2.55M
|
125K
$6.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-56.8K- 20.66% |
$2.69M - $2.73M
|
218K
$10.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-57.8K- 22.89% |
$2.74M - $2.78M
|
195K
$9.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-61K- 85.71% |
$2.89M - $2.93M
|
10.2K
$493K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-63.6K- 15.42% |
$3.01M - $3.05M
|
349K
$16.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-65.2K- 86.27% |
$3.09M - $3.13M
|
10.4K
$503K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-65.4K- 26.0% |
$3.1M - $3.14M
|
186K
$9.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.6K- 60.86% |
$3.11M - $3.15M
|
42.2K
$2.04M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-69.5K- 8.87% |
$3.29M - $3.34M
|
715K
$34.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72.7K- 3.39% |
$3.44M - $3.49M
|
2.07M
$100M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-75.4K- 12.81% |
$3.57M - $3.62M
|
513K
$24.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-75.4K- 49.7% |
$3.57M - $3.62M
|
76.3K
$3.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-75.6K- 18.94% |
$3.58M - $3.63M
|
324K
$15.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Florin Court Capital LLP
|
SELL
|
- |
-76.8K- 75.96% |
$3.64M - $3.69M
|
24.3K
$1.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-78.7K- 59.18% |
$3.73M - $3.78M
|
54.3K
$2.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-80.9K- 15.39% |
$3.83M - $3.88M
|
445K
$21.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-81.6K- 19.32% |
$3.87M - $3.92M
|
341K
$16.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-83K- 14.26% |
$3.93M - $3.98M
|
499K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-108K- 97.73% |
$5.11M - $5.18M
|
2.5K
$121K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-110K- 90.97% |
$5.19M - $5.26M
|
10.9K
$526K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-116K- 66.24% |
$5.51M - $5.58M
|
59.3K
$2.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-117K- 9.62% |
$5.54M - $5.61M
|
1.1M
$53.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129K- 9.28% |
$6.1M - $6.18M
|
1.26M
$61M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-129K- 24.63% |
$6.13M - $6.21M
|
396K
$19.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-133K- 6.58% |
$6.32M - $6.41M
|
1.9M
$91.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-138K- 22.41% |
$6.55M - $6.64M
|
479K
$23.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-140K- 83.28% |
$6.62M - $6.71M
|
28.1K
$1.36M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-180K- 7.93% |
$8.5M - $8.62M
|
2.09M
$101M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-180K- 7.93% |
$8.5M - $8.62M
|
2.09M
$101M
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-183K- 90.38% |
$8.67M - $8.78M
|
19.5K
$944K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-188K- 5.1% |
$8.91M - $9.03M
|
3.5M
$170M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-206K- 13.73% |
$9.76M - $9.89M
|
1.29M
$62.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-221K- 54.71% |
$10.5M - $10.6M
|
183K
$8.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-280K- 29.22% |
$13.3M - $13.4M
|
678K
$32.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-354K- 16.05% |
$16.8M - $17M
|
1.85M
$89.7M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-433K- 81.12% |
$20.5M - $20.8M
|
101K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-433K- 81.12% |
$20.5M - $20.8M
|
101K
$4.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-477K- 90.39% |
$22.6M - $22.9M
|
50.7K
$2.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-514K- 73.41% |
$24.4M - $24.7M
|
186K
$9.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-700K- 17.41% |
$33.1M - $33.6M
|
3.32M
$161M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-764K- 38.59% |
$36.2M - $36.7M
|
1.22M
$58.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-928K- 12.84% |
$44M - $44.6M
|
6.3M
$305M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.23M- 18.1% |
$58.3M - $59.1M
|
5.57M
$270M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.16M- 62.34% |
$103M - $104M
|
1.31M
$63.3M
|