Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.12K- 9.68% |
$99.4K - $101K
|
19.8K
$966K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.14K- 11.52% |
$101K - $102K
|
16.5K
$804K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-2.18K- 9.34% |
$102K - $103K
|
21.1K
$1.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.19K- 99.95% |
$103K - $104K
|
1
$48.8
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2.22K- 2.01% |
$104K - $105K
|
108K
$5.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.24K- 1.59% |
$105K - $106K
|
139K
$6.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.34K- 9.75% |
$110K - $111K
|
21.6K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.39K- 35.4% |
$112K - $114K
|
4.36K
$213K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.39K- 35.4% |
$112K - $114K
|
4.36K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.4K- 10.49% |
$113K - $114K
|
20.5K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-2.48K- 19.33% |
$116K - $118K
|
10.3K
$505K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.51K- 5.56% |
$118K - $119K
|
42.7K
$2.08M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.51K- 28.95% |
$118K - $119K
|
6.16K
$301K
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.63K- 1.43% |
$123K - $125K
|
181K
$8.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.65K- 2.67% |
$124K - $126K
|
96.6K
$4.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.67K- 4.54% |
$125K - $127K
|
56.2K
$2.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-2.8K- 22.12% |
$131K - $133K
|
9.86K
$481K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.85K- 32.17% |
$134K - $135K
|
6.01K
$293K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.87K- 48.74% |
$135K - $136K
|
3.02K
$148K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.91K- 7.95% |
$136K - $138K
|
33.6K
$1.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2.96K- 5.78% |
$139K - $140K
|
48.2K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.98K- 4.56% |
$140K - $142K
|
62.5K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3K- 25.65% |
$141K - $143K
|
8.7K
$425K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.04K- 2.44% |
$142K - $144K
|
121K
$5.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.06K- 8.19% |
$144K - $145K
|
34.3K
$1.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.12K- 21.33% |
$146K - $148K
|
11.5K
$562K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-3.15K- 7.82% |
$148K - $149K
|
37.1K
$1.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-3.19K- 23.65% |
$150K - $151K
|
10.3K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.38K- 3.8% |
$159K - $160K
|
85.6K
$4.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.51K- 14.76% |
$164K - $166K
|
20.2K
$989K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.7K- 3.77% |
$173K - $175K
|
94.5K
$4.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.72K- 12.39% |
$174K - $177K
|
26.3K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-3.81K- 6.23% |
$179K - $181K
|
57.3K
$2.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-3.83K- 6.37% |
$179K - $182K
|
56.2K
$2.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-4K- 36.81% |
$188K - $190K
|
6.87K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.07K- 0.61% |
$191K - $193K
|
658K
$32.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.09K- 9.95% |
$192K - $194K
|
37.1K
$1.81M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.23K- 4.3% |
$198K - $201K
|
94K
$4.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.23K- 4.3% |
$198K - $201K
|
94K
$4.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.25K- 5.23% |
$199K - $202K
|
76.9K
$3.76M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.36K- 6.72% |
$204K - $207K
|
60.4K
$2.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-4.48K- 20.84% |
$210K - $213K
|
17K
$832K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.62K- 19.66% |
$217K - $219K
|
18.9K
$922K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4.66K- 6.18% |
$219K - $221K
|
70.8K
$3.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.68K- 34.14% |
$220K - $222K
|
9.03K
$441K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.69K- 10.81% |
$220K - $222K
|
38.7K
$1.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.7K- 12.84% |
$221K - $223K
|
31.9K
$1.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-4.72K- 10.69% |
$221K - $224K
|
39.4K
$1.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-4.8K- 5.61% |
$225K - $228K
|
80.7K
$3.94M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-5.12K- 21.64% |
$240K - $243K
|
18.5K
$906K
|