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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
815+ 0.97% |
$38.6K - $39.1K
|
84.4K
$4.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
732New |
$34.7K - $35.1K
|
732
$35.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
728+ 16.64% |
$34.5K - $34.9K
|
5.1K
$247K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
724+ 15.69% |
$34.3K - $34.8K
|
5.34K
$259K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
693+ 0.69% |
$32.8K - $33.3K
|
102K
$4.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
658+ 8.22% |
$31.2K - $31.6K
|
8.66K
$420K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
625+ 8.72% |
$29.6K - $30K
|
7.79K
$378K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
608+ 1.0% |
$28.8K - $29.2K
|
61.6K
$2.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
596+ 5.58% |
$28.2K - $28.6K
|
11.3K
$547K
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
564+ 0.64% |
$26.7K - $27.1K
|
88K
$4.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
514New |
$24.3K - $24.7K
|
514
$24.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
510+ 3.35% |
$24.2K - $24.5K
|
15.8K
$763K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
500New |
$23.7K - $24K
|
500
$24.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
488New |
$23.1K - $23.4K
|
488
$23.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
483+ 2.94% |
$22.9K - $23.2K
|
16.9K
$820K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
459+ 4.25% |
$21.7K - $22K
|
11.3K
$545K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
416+ 3.15% |
$19.7K - $20K
|
13.6K
$660K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
407+ 1.55% |
$19.3K - $19.5K
|
26.7K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
405+ 0.43% |
$19.2K - $19.4K
|
95.1K
$4.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
400+ 7.86% |
$18.9K - $19.2K
|
5.49K
$266K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
388+ 0.71% |
$18.4K - $18.6K
|
55K
$2.67M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
372+ 4.49% |
$17.6K - $17.9K
|
8.66K
$420K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
369+ 1.43% |
$17.5K - $17.7K
|
26.1K
$1.27M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
364+ 69.2% |
$17.2K - $17.5K
|
890
$43.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
362+ 4.91% |
$17.1K - $17.4K
|
7.73K
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
360+ 1.89% |
$17.1K - $17.3K
|
19.4K
$939K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
357+ 1.26% |
$16.9K - $17.1K
|
28.7K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
350+ 1.75% |
$16.6K - $16.8K
|
20.4K
$986K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
331+ 3.22% |
$15.7K - $15.9K
|
10.6K
$515K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
315+ 7.44% |
$14.9K - $15.1K
|
4.55K
$220K
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
309+ 0.32% |
$14.6K - $14.8K
|
96.9K
$4.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
251+ 85.67% |
$11.9K - $12K
|
544
$26.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
247+ 0.81% |
$11.7K - $11.9K
|
30.8K
$1.49M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
246New |
$11.7K - $11.8K
|
246
$11.9K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
227+ 2.17% |
$10.8K - $10.9K
|
10.7K
$519K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
224+ 0.56% |
$10.6K - $10.8K
|
40K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
222+ 222.0% |
$10.5K - $10.7K
|
322
$15.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
206+ 3.57% |
$9.76K - $9.89K
|
5.98K
$290K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$9.47K - $9.6K
|
200
$9.69K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
197+ 27.98% |
$9.33K - $9.46K
|
901
$43.7K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
180+ 20.32% |
$8.53K - $8.64K
|
1.07K
$51.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
150+ 416.67% |
$7.11K - $7.2K
|
186
$9.01K
|
|
|
Jul 25, 2023
Q2 2023
|
Gpwm LLC
|
BUY
|
- |
149+ 0.07% |
$7.06K - $7.15K
|
216K
$10.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
123+ 1.09% |
$5.83K - $5.9K
|
11.5K
$555K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
110+ 0.06% |
$5.21K - $5.28K
|
197K
$9.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
110New |
$5.21K - $5.28K
|
110
$5.33K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
109+ 0.66% |
$5.16K - $5.23K
|
16.6K
$806K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
106New |
$5.02K - $5.09K
|
106
$5.14K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
104+ 2.35% |
$4.93K - $4.99K
|
4.54K
$220K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
97+ 0.25% |
$4.59K - $4.66K
|
38.2K
$1.85M
|