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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.56KNew |
$218K - $221K
|
4.56K
$222K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
4.51KNew |
$215K - $219K
|
4.51K
$220K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.5K+ 2.06% |
$215K - $218K
|
222K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.31KNew |
$206K - $209K
|
4.31K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.18K+ 26.88% |
$200K - $203K
|
19.7K
$963K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.17KNew |
$199K - $202K
|
4.17K
$203K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.9K+ 8.42% |
$186K - $189K
|
50.1K
$2.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.82K+ 2.81% |
$182K - $186K
|
140K
$6.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
3.78K+ 1.03% |
$181K - $184K
|
372K
$18.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.46K+ 6.0% |
$165K - $168K
|
61.1K
$2.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.22K+ 0.85% |
$154K - $156K
|
382K
$18.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.19K+ 8.41% |
$152K - $155K
|
41.1K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
3.12K+ 10.97% |
$149K - $151K
|
31.5K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.8K+ 28.78% |
$134K - $136K
|
12.5K
$612K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.79K+ 8.63% |
$133K - $136K
|
35.1K
$1.72M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.77K+ 2.29% |
$132K - $134K
|
124K
$6.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.74K+ 21.92% |
$131K - $133K
|
15.2K
$743K
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.66K+ 28.2% |
$127K - $129K
|
12.1K
$590K
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.66K+ 28.2% |
$127K - $129K
|
12.1K
$590K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.48K+ 59.13% |
$118K - $120K
|
6.68K
$326K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.44K+ 9.58% |
$117K - $119K
|
27.9K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.44K+ 26.1% |
$116K - $118K
|
11.8K
$575K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2.4K+ 13.87% |
$115K - $117K
|
19.7K
$963K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.39K+ 10.72% |
$114K - $116K
|
24.7K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.36K+ 1.01% |
$113K - $115K
|
236K
$11.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.32K+ 6.77% |
$111K - $113K
|
36.6K
$1.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.24K+ 10.92% |
$107K - $109K
|
22.8K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.23K+ 2.37% |
$106K - $108K
|
96.4K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.19K+ 2.55% |
$104K - $106K
|
87.9K
$4.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.12K+ 2.4% |
$101K - $103K
|
90.6K
$4.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.07K+ 6.73% |
$98.7K - $100K
|
32.8K
$1.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 4.99% |
$98.6K - $100K
|
43.5K
$2.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.02K+ 2.56% |
$96.5K - $98.1K
|
81K
$3.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
1.92K+ 17.21% |
$91.8K - $93.3K
|
13.1K
$639K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.91K+ 13.26% |
$91.3K - $92.8K
|
16.3K
$797K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.66K+ 4.85% |
$79.4K - $80.8K
|
36K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.62K+ 10.34% |
$77.4K - $78.7K
|
17.3K
$845K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.62K+ 1.88% |
$77.3K - $78.6K
|
87.7K
$4.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.56K+ 3.85% |
$74.6K - $75.8K
|
42.2K
$2.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.5K+ 6.29% |
$71.6K - $72.8K
|
25.4K
$1.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.47K+ 3.78% |
$70.1K - $71.3K
|
40.4K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.45K+ 63.78% |
$69.3K - $70.4K
|
3.73K
$182K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.42K+ 0.99% |
$67.9K - $69K
|
145K
$7.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.37K+ 1.32% |
$65.4K - $66.5K
|
106K
$5.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.17K+ 7.4% |
$55.6K - $56.5K
|
16.9K
$825K
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.04K+ 1.81% |
$49.4K - $50.2K
|
58.1K
$2.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.03K+ 0.97% |
$48.9K - $49.8K
|
107K
$5.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
1K+ 3.41% |
$47.7K - $48.5K
|
30.3K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
980+ 358.97% |
$46.8K - $47.6K
|
1.25K
$61.2K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
886+ 6.38% |
$42.3K - $43K
|
14.8K
$722K
|