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 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.15M - $1.16M
|
24.2K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
24K+ 49.86% |
$1.14M - $1.15M
|
72K
$3.51M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
23.9K+ 28.12% |
$1.13M - $1.15M
|
109K
$5.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22K+ 22.74% |
$1.04M - $1.06M
|
119K
$5.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.9K+ 25.78% |
$1.04M - $1.05M
|
107K
$5.2M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
21.5K+ 5.29% |
$1.02M - $1.03M
|
429K
$20.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.4K+ 9.49% |
$1.02M - $1.03M
|
247K
$12M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.1K+ 4.24% |
$951K - $964K
|
493K
$24M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20K+ 219.18% |
$946K - $958K
|
29.1K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
19.4K+ 12.36% |
$920K - $933K
|
177K
$8.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.7K+ 29.54% |
$884K - $896K
|
81.9K
$3.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
18.6K+ 2.78% |
$880K - $891K
|
687K
$33.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
18.1K+ 3.12% |
$855K - $867K
|
597K
$29.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
17.6K+ 6.17% |
$832K - $843K
|
302K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17.5K+ 24.67% |
$828K - $839K
|
88.3K
$4.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
13.7K+ 152.3% |
$651K - $660K
|
22.8K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
13.6K+ 21.84% |
$646K - $654K
|
76K
$3.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
13.5K+ 3.5% |
$640K - $649K
|
400K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.2K+ 4.24% |
$626K - $634K
|
325K
$15.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
12.8KNew |
$607K - $616K
|
12.8K
$625K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12KNew |
$570K - $578K
|
12K
$586K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11.8K+ 28.22% |
$557K - $565K
|
53.5K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
11.5K+ 3.96% |
$545K - $552K
|
302K
$14.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
11.3K+ 349.41% |
$537K - $544K
|
14.6K
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
11.3KNew |
$537K - $544K
|
11.3K
$552K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.2K+ 5.15% |
$532K - $539K
|
229K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11.2K+ 56.12% |
$530K - $537K
|
31.1K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
11.1K+ 5.83% |
$524K - $531K
|
201K
$9.78M
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
10.6K+ 69.45% |
$504K - $510K
|
25.9K
$1.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
10.6K+ 2.18% |
$500K - $507K
|
494K
$24.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10.5K+ 14.61% |
$500K - $506K
|
82.8K
$4.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.5K+ 19.48% |
$499K - $505K
|
64.6K
$3.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10K+ 10.14% |
$476K - $482K
|
109K
$5.32M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9.99K+ 15.03% |
$473K - $479K
|
76.4K
$3.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.51K+ 1.94% |
$450K - $456K
|
500K
$24.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
9.21K+ 40.64% |
$436K - $442K
|
31.9K
$1.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
9.19K+ 11.03% |
$435K - $441K
|
92.5K
$4.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
9.06K+ 174.52% |
$429K - $435K
|
14.3K
$694K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
9K+ 4.9% |
$426K - $432K
|
193K
$9.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.13KNew |
$385K - $390K
|
8.13K
$396K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.1K+ 125.44% |
$384K - $389K
|
14.6K
$709K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
7.99K+ 24.78% |
$378K - $383K
|
40.2K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.95K+ 0.05% |
$377K - $382K
|
15.9M
$775M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.94K+ 31.9% |
$376K - $381K
|
32.8K
$1.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7.83K+ 55.87% |
$371K - $376K
|
21.9K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.83KNew |
$371K - $376K
|
7.83K
$381K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.83K+ 3.65% |
$371K - $376K
|
223K
$10.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.78KNew |
$369K - $374K
|
7.78K
$379K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
7.78K+ 6.7% |
$368K - $373K
|
124K
$6.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
7.77K+ 4.43% |
$368K - $373K
|
183K
$8.93M
|