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 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
29+ 0.55% |
$1.36K - $1.38K
|
5.27K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26+ 0.06% |
$1.22K - $1.23K
|
42.8K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
23+ 0.03% |
$1.08K - $1.09K
|
67.9K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
21+ 0.18% |
$985 - $997
|
11.6K
$578K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.75% |
$938 - $949
|
2.69K
$134K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
19+ 0.44% |
$891 - $902
|
4.35K
$217K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9+ 0.17% |
$422 - $427
|
5.45K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9+ 0.12% |
$422 - $427
|
7.27K
$363K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
9+ 0.05% |
$422 - $427
|
20K
$998K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9+ 0.04% |
$422 - $427
|
21.4K
$1.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 0.5% |
$375 - $380
|
1.59K
$79.5K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 800.0% |
$375 - $380
|
9
$449
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.11% |
$281 - $285
|
5.29K
$264K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.8% |
$188 - $190
|
504
$25.1K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3+ 0.06% |
$141 - $142
|
4.81K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.83% |
$93.8 - $94.9
|
243
$12.1K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2+ 0.03% |
$93.8 - $94.9
|
6.1K
$304K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.66% |
$93.8 - $94.9
|
306
$15.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.06% |
$46.9 - $47.5
|
1.7K
$84.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$46.9 - $47.5
|
5.39K
$269K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1New |
$46.9 - $47.5
|
1
$49.9
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 1.2% |
$46.9 - $47.5
|
84
$4.19K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.91% |
$46.9 - $47.5
|
111
$5.53K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1- 33.33% |
$46.9 - $47.5
|
2
$99.7
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1- 0.02% |
$46.9 - $47.5
|
4.53K
$226K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 1.85% |
$93.8 - $94.9
|
106
$5.29K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6- 0.13% |
$281 - $285
|
4.52K
$225K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-9- 14.29% |
$422 - $427
|
54
$2.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11- 0.09% |
$516 - $522
|
12.1K
$601K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-11- 0.04% |
$516 - $522
|
26.1K
$1.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-20- 0.31% |
$938 - $949
|
6.45K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-32- 0.22% |
$1.5K - $1.52K
|
14.7K
$732K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-33- 0.78% |
$1.55K - $1.57K
|
4.2K
$209K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-37- 0.12% |
$1.74K - $1.76K
|
31.8K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-47- 11.81% |
$2.2K - $2.23K
|
351
$17.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-48- 35.56% |
$2.25K - $2.28K
|
87
$4.34K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-63- 0.35% |
$2.95K - $2.99K
|
18K
$897K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-65- 1.32% |
$3.05K - $3.09K
|
4.85K
$242K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-69- 1.25% |
$3.24K - $3.28K
|
5.46K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-70- 0.64% |
$3.28K - $3.32K
|
10.9K
$545K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-71- 0.3% |
$3.33K - $3.37K
|
23.5K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-72- 0.36% |
$3.38K - $3.42K
|
19.7K
$983K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-97- 0.25% |
$4.55K - $4.6K
|
38.1K
$1.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100- 2.28% |
$4.69K - $4.75K
|
4.3K
$214K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-112- 0.09% |
$5.25K - $5.32K
|
128K
$6.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-119- 0.22% |
$5.58K - $5.65K
|
55.2K
$2.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-129- 0.31% |
$6.05K - $6.12K
|
40.9K
$2.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-134- 2.8% |
$6.28K - $6.36K
|
4.65K
$232K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-149- 2.15% |
$6.99K - $7.07K
|
6.78K
$338K
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-150- 0.95% |
$7.04K - $7.12K
|
15.6K
$778K
|