Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
6.01K+ 2.43% |
$312K - $317K
|
253K
$12.4M
|
|
Nov 10, 2021
Q3 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
5.87K+ 3.18% |
$305K - $310K
|
190K
$9.31M
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
5.78KNew |
$300K - $305K
|
5.78K
$282K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.63K+ 6.24% |
$292K - $297K
|
95.8K
$4.68M
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
5.47KNew |
$284K - $289K
|
5.47K
$268K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
5.46KNew |
$283K - $288K
|
5.46K
$267K
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
5.45K+ 64.42% |
$283K - $288K
|
13.9K
$680K
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.43KNew |
$282K - $287K
|
5.43K
$266K
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.36K+ 1.14% |
$278K - $283K
|
474K
$23.2M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.18KNew |
$269K - $274K
|
5.18K
$253K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.01K+ 9.16% |
$260K - $264K
|
59.6K
$2.92M
|
|
Oct 25, 2021
Q3 2021
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
5KNew |
$260K - $264K
|
5K
$245K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.99K+ 2.69% |
$259K - $263K
|
190K
$9.31M
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.98K+ 4.63% |
$258K - $263K
|
113K
$5.5M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.96K+ 2611.05% |
$258K - $262K
|
5.15K
$252K
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
4.92K+ 14.48% |
$255K - $260K
|
38.9K
$1.9M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.9K+ 22.59% |
$254K - $259K
|
26.6K
$1.3M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.85KNew |
$252K - $256K
|
4.85K
$237K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.76K+ 20.47% |
$247K - $251K
|
28K
$1.37M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.72K+ 1.91% |
$245K - $249K
|
252K
$12.3M
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.72K+ 2.3% |
$245K - $249K
|
210K
$10.3M
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.65KNew |
$241K - $245K
|
4.65K
$227K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.63KNew |
$240K - $244K
|
4.63K
$226K
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
BUY
|
- |
4.58K+ 12.8% |
$238K - $242K
|
40.4K
$1.97M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.57KNew |
$237K - $241K
|
4.57K
$223K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.56K+ 14.2% |
$237K - $241K
|
36.7K
$1.79M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
4.39KNew |
$228K - $232K
|
4.39K
$215K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.33K+ 13.74% |
$225K - $228K
|
35.8K
$1.75M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.28K+ 10.52% |
$222K - $226K
|
45K
$2.2M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.25K+ 22.92% |
$221K - $224K
|
22.8K
$1.11M
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4.22KNew |
$219K - $223K
|
4.22K
$206K
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.14K+ 9.15% |
$215K - $219K
|
49.4K
$2.42M
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.1K+ 1.85% |
$213K - $216K
|
226K
$11M
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 76.71% |
$203K - $207K
|
9.03K
$441K
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.83K+ 4.97% |
$199K - $202K
|
80.9K
$3.95M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.83KNew |
$199K - $202K
|
3.83K
$187K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
3.82K+ 5.05% |
$198K - $202K
|
79.4K
$3.88M
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.77K+ 0.83% |
$195K - $199K
|
457K
$22.3M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.69K+ 12.79% |
$192K - $195K
|
32.5K
$1.59M
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.63K+ 2.41% |
$188K - $192K
|
154K
$7.53M
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.6K+ 8.76% |
$187K - $190K
|
44.7K
$2.18M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.6K+ 15.75% |
$187K - $190K
|
26.5K
$1.29M
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
3.51K+ 1.87% |
$182K - $185K
|
191K
$9.34M
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.49K+ 76.68% |
$181K - $184K
|
8.03K
$393K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.47K+ 83.47% |
$180K - $183K
|
7.63K
$373K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.44KNew |
$179K - $182K
|
3.44K
$168K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.4KNew |
$177K - $180K
|
3.4K
$166K
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.31K+ 17.66% |
$172K - $175K
|
22K
$1.08M
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.27K+ 2.58% |
$170K - $173K
|
130K
$6.35M
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3.08K+ 2.45% |
$160K - $163K
|
129K
$6.3M
|