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 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
450+ 3.1% |
$21.1K - $21.4K
|
15K
$731K
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
431+ 2.99% |
$20.2K - $20.5K
|
14.9K
$726K
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
402+ 2.81% |
$18.9K - $19.1K
|
14.7K
$719K
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
401+ 3.62% |
$18.8K - $19K
|
11.5K
$561K
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
400+ 8.42% |
$18.8K - $19K
|
5.15K
$252K
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
395+ 0.51% |
$18.5K - $18.8K
|
77.2K
$3.77M
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
381+ 1.97% |
$17.9K - $18.1K
|
19.8K
$965K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
375New |
$17.6K - $17.8K
|
375
$18.3K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
362+ 1.47% |
$17K - $17.2K
|
25K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
350+ 0.12% |
$16.4K - $16.6K
|
302K
$14.8M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
326+ 0.38% |
$15.3K - $15.5K
|
86.3K
$4.21M
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
275+ 2.04% |
$12.9K - $13.1K
|
13.7K
$670K
|
|
Oct 17, 2023
Q3 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
275+ 4.92% |
$12.9K - $13.1K
|
5.87K
$287K
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
273+ 2.43% |
$12.8K - $13K
|
11.5K
$563K
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
248+ 2.16% |
$11.6K - $11.8K
|
11.7K
$572K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
245+ 2.83% |
$11.5K - $11.6K
|
8.91K
$435K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
245+ 2.83% |
$11.5K - $11.6K
|
8.91K
$435K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
245+ 3.51% |
$11.5K - $11.6K
|
7.23K
$353K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
234+ 2.3% |
$11K - $11.1K
|
10.4K
$509K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
212+ 9.94% |
$9.94K - $10.1K
|
2.35K
$115K
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
205+ 0.25% |
$9.61K - $9.73K
|
81.5K
$3.98M
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
193+ 1.42% |
$9.05K - $9.16K
|
13.8K
$675K
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
181+ 1.22% |
$8.49K - $8.59K
|
15.1K
$736K
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
175+ 9.18% |
$8.21K - $8.31K
|
2.08K
$102K
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
150+ 2.21% |
$7.04K - $7.12K
|
6.95K
$340K
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
127+ 0.75% |
$5.96K - $6.03K
|
17.1K
$836K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
125+ 0.69% |
$5.86K - $5.93K
|
18.2K
$890K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
121+ 110.0% |
$5.67K - $5.74K
|
231
$11.3K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
121+ 13.6% |
$5.67K - $5.74K
|
1.01K
$49.4K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
117New |
$5.49K - $5.55K
|
117
$5.71K
|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
BUY
|
- |
117+ 0.34% |
$5.49K - $5.55K
|
34.9K
$1.71M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
106+ 0.66% |
$4.97K - $5.03K
|
16.2K
$791K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
101New |
$4.74K - $4.79K
|
101
$4.93K
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
91+ 0.82% |
$4.27K - $4.32K
|
11.1K
$543K
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.75% |
$4.17K - $4.22K
|
12K
$586K
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
65+ 0.77% |
$3.05K - $3.09K
|
8.47K
$413K
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
61+ 0.31% |
$2.86K - $2.9K
|
19.5K
$954K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
58+ 2.1% |
$2.72K - $2.75K
|
2.81K
$137K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
54New |
$2.53K - $2.56K
|
54
$2.64K
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
51+ 0.65% |
$2.39K - $2.42K
|
7.88K
$385K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
50+ 38.46% |
$2.35K - $2.37K
|
180
$8.79K
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
BUY
|
- |
47+ 0.3% |
$2.2K - $2.23K
|
16K
$779K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
44+ 6.61% |
$2.06K - $2.09K
|
710
$34.7K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
44+ 0.56% |
$2.06K - $2.09K
|
7.9K
$386K
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
42+ 0.63% |
$1.97K - $1.99K
|
6.73K
$329K
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
33+ 0.44% |
$1.55K - $1.57K
|
7.49K
$366K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
30+ 7.77% |
$1.41K - $1.42K
|
416
$20.3K
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
29+ 0.55% |
$1.36K - $1.38K
|
5.27K
$257K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
29+ 0.57% |
$1.36K - $1.38K
|
5.13K
$251K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26+ 0.06% |
$1.22K - $1.23K
|
42.8K
$2.09M
|