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
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.71KNew |
$365K - $370K
|
7.71K
$374K
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
7.63K+ 28.43% |
$362K - $366K
|
34.5K
$1.67M
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7.54K+ 2.12% |
$357K - $362K
|
363K
$17.6M
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
7.22K+ 96.21% |
$342K - $346K
|
14.7K
$713K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.21KNew |
$342K - $346K
|
7.21K
$350K
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7.01K+ 2.1% |
$332K - $337K
|
341K
$16.5M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.98KNew |
$331K - $335K
|
6.98K
$338K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
6.93K+ 102.14% |
$328K - $333K
|
13.7K
$664K
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.74K+ 6.44% |
$319K - $324K
|
111K
$5.4M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.74K+ 6.95% |
$319K - $323K
|
104K
$5.03M
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.71K+ 106.04% |
$318K - $322K
|
13K
$632K
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
6.58K+ 7.36% |
$312K - $316K
|
96K
$4.65M
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
6.54K+ 10.7% |
$310K - $314K
|
67.6K
$3.28M
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6.53KNew |
$309K - $314K
|
6.53K
$317K
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.42K+ 3.53% |
$304K - $308K
|
188K
$9.13M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.34K+ 27.9% |
$300K - $304K
|
29.1K
$1.41M
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.29KNew |
$298K - $302K
|
6.29K
$305K
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
6.22K+ 2.96% |
$295K - $299K
|
216K
$10.5M
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
5.98K+ 75.84% |
$283K - $287K
|
13.9K
$672K
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5.97KNew |
$283K - $286K
|
5.97K
$289K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.93K+ 10.19% |
$281K - $285K
|
64.1K
$3.11M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.89KNew |
$279K - $283K
|
5.89K
$286K
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.74K+ 33.43% |
$272K - $275K
|
22.9K
$1.11M
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.61KNew |
$266K - $269K
|
5.61K
$272K
|
|
Aug 03, 2023
Q2 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
5.59K+ 4.32% |
$265K - $268K
|
135K
$6.54M
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.4K+ 0.31% |
$256K - $259K
|
1.73M
$83.9M
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5.38K+ 2.96% |
$255K - $258K
|
187K
$9.06M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.37K+ 33568.75% |
$254K - $258K
|
5.39K
$261K
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
5.34KNew |
$253K - $256K
|
5.34K
$259K
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.17KNew |
$245K - $248K
|
5.17K
$251K
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.12K+ 28.79% |
$242K - $246K
|
22.9K
$1.11M
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.97K+ 15.06% |
$236K - $239K
|
38K
$1.84M
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
4.89KNew |
$232K - $235K
|
4.89K
$237K
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.83KNew |
$229K - $232K
|
4.83K
$234K
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.73KNew |
$224K - $227K
|
4.73K
$229K
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.7K+ 4.51% |
$223K - $226K
|
109K
$5.28M
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
4.68K+ 14.63% |
$222K - $225K
|
36.7K
$1.78M
|
|
Nov 13, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
4.64K+ 49.99% |
$220K - $223K
|
13.9K
$675K
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.41KNew |
$209K - $212K
|
4.41K
$214K
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.3K+ 35.19% |
$204K - $206K
|
16.5K
$800K
|
|
Jul 24, 2023
Q2 2023
|
True Wealth Financial Partners
|
BUY
|
- |
4.29K+ 3.23% |
$203K - $206K
|
137K
$6.65M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.11K+ 93.03% |
$195K - $197K
|
8.52K
$413K
|
|
Aug 01, 2023
Q2 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3.86K+ 4.05% |
$183K - $185K
|
99.3K
$4.81M
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
3.86K+ 1.02% |
$183K - $185K
|
382K
$18.5M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.73K+ 28.52% |
$177K - $179K
|
16.8K
$815K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.66K+ 18.45% |
$173K - $176K
|
23.5K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.62K+ 8.79% |
$171K - $174K
|
44.8K
$2.17M
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.44K+ 1.72% |
$163K - $165K
|
204K
$9.86M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.36K+ 7.2% |
$159K - $161K
|
50K
$2.42M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.32K+ 13.52% |
$157K - $159K
|
27.9K
$1.35M
|