Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3M+ 81.78% |
$140M - $144M
|
6.67M
$326M
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.41MNew |
$66M - $68M
|
1.41M
$69M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
926K+ 147.28% |
$43.3M - $44.6M
|
1.56M
$76M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
921KNew |
$43M - $44.3M
|
921K
$45M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
639K+ 97.15% |
$29.9M - $30.8M
|
1.3M
$63.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
559K+ 29.02% |
$26.1M - $26.9M
|
2.48M
$121M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
498KNew |
$23.3M - $24M
|
498K
$24.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
474KNew |
$22.1M - $22.8M
|
474K
$23.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
358KNew |
$16.7M - $17.2M
|
358K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
307K+ 342.57% |
$14.3M - $14.8M
|
396K
$19.3M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
240K+ 16.9% |
$11.2M - $11.6M
|
1.66M
$81.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
228K+ 8.0% |
$10.7M - $11M
|
3.08M
$150M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
224K+ 87.15% |
$10.5M - $10.8M
|
480K
$23.5M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
223KNew |
$10.4M - $10.7M
|
223K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
213K+ 313.28% |
$9.94M - $10.2M
|
281K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
188K+ 391.18% |
$8.76M - $9.02M
|
235K
$11.5M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
182KNew |
$8.5M - $8.76M
|
182K
$8.89M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
176KNew |
$8.2M - $8.45M
|
176K
$8.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
160K+ 3.69% |
$7.48M - $7.7M
|
4.5M
$220M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
160K+ 3.69% |
$7.48M - $7.7M
|
4.5M
$220M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
149K+ 86.73% |
$6.94M - $7.15M
|
320K
$15.6M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
146KNew |
$6.81M - $7.01M
|
146K
$7.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
138KNew |
$6.43M - $6.63M
|
138K
$6.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
137K+ 10.4% |
$6.41M - $6.6M
|
1.46M
$71.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
131KNew |
$6.12M - $6.3M
|
131K
$6.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
114K+ 2.23% |
$5.34M - $5.5M
|
5.23M
$256M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
111KNew |
$5.2M - $5.35M
|
111K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
109K+ 5.92% |
$5.07M - $5.22M
|
1.94M
$94.8M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
97.6KNew |
$4.56M - $4.7M
|
97.6K
$4.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96.9K+ 31.13% |
$4.53M - $4.66M
|
408K
$19.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
90.2KNew |
$4.21M - $4.34M
|
90.2K
$4.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
87.7KNew |
$4.1M - $4.22M
|
87.7K
$4.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
82.8KNew |
$3.87M - $3.99M
|
82.8K
$4.05M
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
80.4KNew |
$3.76M - $3.87M
|
80.4K
$3.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
79KNew |
$3.69M - $3.8M
|
79K
$3.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75.6K+ 1007.93% |
$3.53M - $3.64M
|
83.1K
$4.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
75.3K+ 70.41% |
$3.52M - $3.62M
|
182K
$8.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72.1K+ 228.55% |
$3.37M - $3.47M
|
104K
$5.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
68.9KNew |
$3.22M - $3.31M
|
68.9K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
68.8K+ 5.97% |
$3.21M - $3.31M
|
1.22M
$59.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.5K+ 15.9% |
$3.2M - $3.29M
|
499K
$24.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
68.3KNew |
$3.19M - $3.29M
|
68.3K
$3.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
64.1KNew |
$2.99M - $3.08M
|
64.1K
$3.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
63.8KNew |
$2.98M - $3.07M
|
63.8K
$3.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
62.7K+ 2226.51% |
$2.93M - $3.01M
|
65.5K
$3.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
58.3KNew |
$2.72M - $2.81M
|
58.3K
$2.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
58.3KNew |
$2.72M - $2.8M
|
58.3K
$2.85M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
57.8KNew |
$2.7M - $2.78M
|
57.8K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
50.7KNew |
$2.37M - $2.44M
|
50.7K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
49.8KNew |
$2.33M - $2.4M
|
49.8K
$2.43M
|