Purchases and Sales Made in Q2 2024 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 2024. 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 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
29.7KNew |
$1.42M - $1.44M
|
29.7K
$1.45M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.5K+ 26.26% |
$1.41M - $1.43M
|
142K
$6.94M
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
29.1KNew |
$1.39M - $1.41M
|
29.1K
$1.42M
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
26.8K+ 34.96% |
$1.28M - $1.3M
|
104K
$5.06M
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
26.8KNew |
$1.28M - $1.3M
|
26.8K
$1.31M
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
25.1K+ 5.23% |
$1.2M - $1.22M
|
505K
$24.7M
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
23.8K+ 4.67% |
$1.14M - $1.16M
|
534K
$26.1M
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
23.8K+ 22.21% |
$1.14M - $1.16M
|
131K
$6.41M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.7K+ 26.24% |
$1.08M - $1.1M
|
109K
$5.34M
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
22.4K+ 96.0% |
$1.07M - $1.09M
|
45.8K
$2.24M
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
22.1K+ 4.46% |
$1.06M - $1.08M
|
519K
$25.4M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21.1K+ 2.69% |
$1.01M - $1.02M
|
804K
$39.3M
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.8K+ 50.88% |
$994K - $1.01M
|
61.8K
$3.02M
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
20.3K+ 10.41% |
$971K - $988K
|
216K
$10.6M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
19.9K+ 2.86% |
$952K - $968K
|
717K
$35.1M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19KNew |
$908K - $923K
|
19K
$930K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.1KNew |
$863K - $878K
|
18.1K
$884K
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
18K+ 5.74% |
$861K - $876K
|
333K
$16.3M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
17.7KNew |
$844K - $858K
|
17.7K
$864K
|
|
Jul 18, 2024
Q2 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
17.6K+ 11.12% |
$841K - $855K
|
176K
$8.61M
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
17.5K+ 2.9% |
$836K - $850K
|
621K
$30.4M
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
16.3K+ 3.59% |
$778K - $791K
|
471K
$23M
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
15.6K+ 43.84% |
$745K - $758K
|
51.2K
$2.5M
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
15.5KNew |
$740K - $752K
|
15.5K
$758K
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15.3K+ 19.19% |
$730K - $743K
|
95K
$4.65M
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
15.1KNew |
$719K - $731K
|
15.1K
$737K
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
14.7K+ 42.28% |
$700K - $712K
|
49.4K
$2.41M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.4K+ 99.78% |
$687K - $698K
|
28.8K
$1.41M
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
14.3K+ 2.28% |
$680K - $692K
|
639K
$31.3M
|
|
Aug 09, 2024
Q2 2024
|
True Wealth Financial Partners
|
BUY
|
- |
14.2K+ 9.76% |
$677K - $688K
|
159K
$7.8M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.7KNew |
$605K - $615K
|
12.7K
$620K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.2K+ 29.06% |
$583K - $593K
|
54.2K
$2.65M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1KNew |
$576K - $585K
|
12.1K
$590K
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
11.9K+ 25.53% |
$569K - $578K
|
58.6K
$2.86M
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
11.9K+ 2.13% |
$567K - $577K
|
570K
$27.9M
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
11.2KNew |
$534K - $543K
|
11.2K
$547K
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
11.1K+ 4.48% |
$532K - $541K
|
260K
$12.7M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11KNew |
$523K - $532K
|
11K
$536K
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
10.9K+ 15.94% |
$518K - $527K
|
78.9K
$3.86M
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
10.8KNew |
$515K - $524K
|
10.8K
$528K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10.5KNew |
$502K - $510K
|
10.5K
$514K
|
|
Aug 05, 2024
Q2 2024
|
Florin Court Capital LLP
|
BUY
|
- |
10.1K+ 9.0% |
$482K - $490K
|
122K
$5.98M
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
9.73K+ 11.41% |
$465K - $472K
|
95.1K
$4.65M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.58K+ 7.93% |
$457K - $465K
|
130K
$6.38M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.51KNew |
$454K - $461K
|
9.51K
$465K
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9.39K+ 1.26% |
$448K - $456K
|
753K
$36.8M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.28K+ 7.25% |
$443K - $450K
|
137K
$6.71M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.26KNew |
$442K - $450K
|
9.26K
$453K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.2KNew |
$439K - $447K
|
9.2K
$450K
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
9.01K+ 2.27% |
$430K - $437K
|
406K
$19.8M
|