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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 12.69% |
$505K - $511K
|
95.6K
$4.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 17.7% |
$499K - $505K
|
70.8K
$3.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.6K+ 4.62% |
$496K - $503K
|
240K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.4K+ 33.53% |
$490K - $495K
|
41.6K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.4KNew |
$489K - $495K
|
10.4K
$509K
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
10.1K+ 5.25% |
$474K - $480K
|
203K
$9.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
9.95KNew |
$467K - $472K
|
9.95K
$486K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
9.76K+ 2.44% |
$458K - $463K
|
409K
$20M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.58K+ 41.83% |
$449K - $455K
|
32.5K
$1.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.13KNew |
$428K - $434K
|
9.13K
$446K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
9.09KNew |
$426K - $431K
|
9.09K
$444K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.84K+ 98.44% |
$415K - $420K
|
17.8K
$870K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.83K+ 0.46% |
$414K - $419K
|
1.95M
$95.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.71K+ 7.98% |
$409K - $414K
|
118K
$5.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.71K+ 14.71% |
$409K - $414K
|
67.9K
$3.32M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.25K+ 118.37% |
$387K - $391K
|
15.2K
$743K
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
7.72K+ 4.14% |
$362K - $367K
|
194K
$9.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.31KNew |
$343K - $347K
|
7.31K
$357K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
7.14K+ 17.91% |
$335K - $339K
|
47K
$2.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6.9K+ 43.6% |
$323K - $327K
|
22.7K
$1.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.43K+ 20.64% |
$302K - $305K
|
37.6K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.28KNew |
$294K - $298K
|
6.28K
$306K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.25KNew |
$293K - $297K
|
6.25K
$305K
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
6.24KNew |
$293K - $296K
|
6.24K
$305K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.21K+ 3.52% |
$291K - $295K
|
183K
$8.93M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
6.17K+ 9.12% |
$289K - $293K
|
73.8K
$3.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
6KNew |
$281K - $285K
|
6K
$293K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.99K+ 59.28% |
$281K - $284K
|
16.1K
$785K
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.98K+ 3.39% |
$281K - $284K
|
182K
$8.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.97K+ 2.76% |
$280K - $283K
|
222K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.7KNew |
$267K - $270K
|
5.7K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.66KNew |
$266K - $269K
|
5.66K
$277K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.61K+ 72.04% |
$263K - $266K
|
13.4K
$654K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
5.59K+ 38.34% |
$262K - $265K
|
20.2K
$986K
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
BUY
|
- |
5.53K+ 2.56% |
$259K - $263K
|
222K
$10.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
5.37KNew |
$252K - $255K
|
5.37K
$262K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.34K+ 6.52% |
$250K - $253K
|
87.2K
$4.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.21KNew |
$244K - $247K
|
5.21K
$254K
|
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
5.21K+ 97.53% |
$244K - $247K
|
10.5K
$515K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
5.16KNew |
$242K - $245K
|
5.16K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.14K+ 73.54% |
$241K - $244K
|
12.1K
$592K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.02K+ 3.19% |
$235K - $238K
|
162K
$7.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.94KNew |
$232K - $235K
|
4.94K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
4.94KNew |
$232K - $235K
|
4.94K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
4.91K+ 35.25% |
$230K - $233K
|
18.8K
$920K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.84K+ 8807.27% |
$227K - $230K
|
4.9K
$239K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
4.77K+ 5.06% |
$224K - $226K
|
99K
$4.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.74K+ 2.26% |
$222K - $225K
|
214K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.71KNew |
$221K - $224K
|
4.71K
$230K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.67K+ 622.67% |
$219K - $222K
|
5.42K
$265K
|