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
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.14K- 19.6% |
$241K - $244K
|
21.1K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.15K- 28.8% |
$242K - $244K
|
12.7K
$622K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-5.3K- 21.06% |
$248K - $251K
|
19.9K
$970K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.57K- 12.43% |
$261K - $264K
|
39.2K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.64K- 56.59% |
$264K - $268K
|
4.32K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.69K- 2.89% |
$267K - $270K
|
192K
$9.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-5.73K- 8.64% |
$269K - $272K
|
60.5K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.81K- 12.27% |
$272K - $276K
|
41.6K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-5.94K- 22.85% |
$279K - $282K
|
20.1K
$980K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.02K- 18.53% |
$282K - $286K
|
26.5K
$1.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-6.1K- 1.6% |
$286K - $290K
|
376K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-6.11K- 25.2% |
$286K - $290K
|
18.1K
$885K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6.2K- 47.51% |
$291K - $294K
|
6.84K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.23K- 36.82% |
$292K - $296K
|
10.7K
$522K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-6.36K- 15.8% |
$298K - $302K
|
33.9K
$1.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.42K- 2.67% |
$301K - $305K
|
234K
$11.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.43K- 3.77% |
$302K - $305K
|
164K
$8.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-6.62K- 31.1% |
$310K - $314K
|
14.7K
$716K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.85K- 16.61% |
$321K - $325K
|
34.4K
$1.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7.04K- 16.49% |
$330K - $334K
|
35.7K
$1.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-7.23K- 37.1% |
$339K - $343K
|
12.3K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.41K- 2.67% |
$347K - $352K
|
270K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-7.5K- 18.52% |
$352K - $356K
|
33K
$1.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-7.55K- 45.62% |
$354K - $358K
|
9K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7.6K- 10.18% |
$357K - $361K
|
67.1K
$3.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.63K- 3.04% |
$358K - $362K
|
244K
$11.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-8.02K- 10.99% |
$376K - $381K
|
64.9K
$3.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.32K- 5.55% |
$390K - $395K
|
142K
$6.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-8.47K- 11.75% |
$397K - $402K
|
63.6K
$3.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-8.48K- 2.74% |
$397K - $402K
|
300K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-8.71K- 11.91% |
$408K - $413K
|
64.4K
$3.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8.83K- 35.67% |
$414K - $419K
|
15.9K
$778K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.91K- 19.47% |
$418K - $423K
|
36.9K
$1.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-9.61K- 23.27% |
$450K - $456K
|
31.7K
$1.55M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-9.75K- 28.28% |
$457K - $463K
|
24.7K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-9.97K- 9.16% |
$468K - $473K
|
98.9K
$4.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-10.5K- 35.28% |
$491K - $497K
|
19.2K
$938K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-10.6K- 56.06% |
$495K - $501K
|
8.28K
$404K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-10.6K- 29.93% |
$495K - $501K
|
24.7K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-10.6K- 63.38% |
$497K - $503K
|
6.13K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10.7K- 12.9% |
$501K - $507K
|
72.1K
$3.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-10.8K- 4.0% |
$508K - $515K
|
260K
$12.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-10.9K- 26.69% |
$511K - $517K
|
29.9K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-11.4K- 7.08% |
$534K - $541K
|
150K
$7.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-11.8K- 25.55% |
$554K - $561K
|
34.5K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.1K- 46.45% |
$569K - $576K
|
14K
$683K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.5K- 8.23% |
$586K - $594K
|
139K
$6.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.6K- 3.88% |
$590K - $597K
|
311K
$15.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-12.8K- 6.87% |
$600K - $608K
|
174K
$8.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-12.9K- 5.0% |
$605K - $613K
|
245K
$12M
|