Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.12KNew |
$52.1K - $53.8K
|
1.12K
$54.1K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 3.82% |
$52K - $53.7K
|
30.3K
$1.47M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.11K+ 25.22% |
$51.8K - $53.5K
|
5.51K
$267K
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
910+ 9.75% |
$42.5K - $43.9K
|
10.2K
$497K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
836+ 10.74% |
$39K - $40.3K
|
8.62K
$418K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
822+ 257.68% |
$38.4K - $39.6K
|
1.14K
$55.3K
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
747+ 3.14% |
$34.9K - $36K
|
24.5K
$1.19M
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
733+ 12.11% |
$34.2K - $35.3K
|
6.79K
$329K
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
705+ 4.33% |
$32.9K - $34K
|
17K
$823K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
687+ 23.49% |
$32.1K - $33.1K
|
3.61K
$175K
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
684+ 4.34% |
$31.9K - $33K
|
16.4K
$796K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
678+ 6.93% |
$31.7K - $32.7K
|
10.5K
$507K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
669+ 14.26% |
$31.2K - $32.3K
|
5.36K
$260K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
624+ 5.11% |
$29.1K - $30.1K
|
12.8K
$622K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
623+ 1.53% |
$29.1K - $30K
|
41.3K
$2M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
601+ 12.73% |
$28.1K - $29K
|
5.32K
$258K
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
590+ 8.14% |
$27.6K - $28.4K
|
7.83K
$380K
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
582+ 12.82% |
$27.2K - $28.1K
|
5.12K
$248K
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
550+ 3.74% |
$25.7K - $26.5K
|
15.2K
$738K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
542+ 10.58% |
$25.3K - $26.1K
|
5.67K
$275K
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
508+ 0.98% |
$23.7K - $24.5K
|
52.3K
$2.53M
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
500+ 1.84% |
$23.4K - $24.1K
|
27.7K
$1.34M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
488+ 7.48% |
$22.8K - $23.5K
|
7.01K
$340K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
477+ 6.32% |
$22.3K - $23K
|
8.03K
$389K
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
466+ 4.33% |
$21.8K - $22.5K
|
11.2K
$544K
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
465+ 0.8% |
$21.7K - $22.4K
|
58.8K
$2.85M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
438New |
$20.5K - $21.1K
|
438
$21.2K
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
436+ 1.71% |
$20.4K - $21K
|
26K
$1.26M
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
400+ 1.05% |
$18.7K - $19.3K
|
38.5K
$1.87M
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
371+ 4.33% |
$17.3K - $17.9K
|
8.94K
$433K
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
365+ 1.51% |
$17K - $17.6K
|
24.5K
$1.19M
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
354+ 4.23% |
$16.5K - $17.1K
|
8.72K
$422K
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
352+ 0.61% |
$16.4K - $17K
|
58.4K
$2.83M
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
348New |
$16.3K - $16.8K
|
348
$16.9K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
345+ 4.0% |
$16.1K - $16.6K
|
8.97K
$435K
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
342+ 0.81% |
$16K - $16.5K
|
42.5K
$2.06M
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
335+ 6.45% |
$15.6K - $16.2K
|
5.53K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
307+ 7.6% |
$14.3K - $14.8K
|
4.35K
$211K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
304+ 4.06% |
$14.2K - $14.7K
|
7.79K
$378K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
300New |
$14K - $14.5K
|
300
$14.5K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300New |
$14K - $14.5K
|
300
$14.5K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
295New |
$13.8K - $14.2K
|
295
$14.3K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
290+ 69.88% |
$13.5K - $14K
|
705
$34.2K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
285+ 1.73% |
$13.3K - $13.7K
|
16.8K
$813K
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
274+ 4.34% |
$12.8K - $13.2K
|
6.59K
$319K
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
265+ 0.57% |
$12.4K - $12.8K
|
46.7K
$2.26M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
260+ 1.59% |
$12.1K - $12.5K
|
16.7K
$807K
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
260+ 1.59% |
$12.1K - $12.5K
|
16.7K
$807K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
258+ 2.45% |
$12.1K - $12.4K
|
10.8K
$523K
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
258+ 2.38% |
$12.1K - $12.4K
|
11.1K
$537K
|