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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
20.3K+ 57.23% |
$950K - $979K
|
55.9K
$2.73M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
20.2K+ 22397.78% |
$942K - $970K
|
20.2K
$989K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
19.6KNew |
$914K - $941K
|
19.6K
$956K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
19.1K+ 7.36% |
$895K - $921K
|
279K
$13.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
18.7KNew |
$874K - $901K
|
18.7K
$914K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
18.5K+ 87.99% |
$866K - $892K
|
39.6K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
18.2K+ 9.99% |
$851K - $876K
|
200K
$9.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
17.9K+ 7.45% |
$835K - $860K
|
258K
$12.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
17.6K+ 30.26% |
$823K - $847K
|
75.8K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
17.1KNew |
$797K - $821K
|
17.1K
$833K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17KNew |
$796K - $820K
|
17K
$832K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
17K+ 277.55% |
$795K - $818K
|
23.1K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
16.8K+ 46.42% |
$787K - $810K
|
53.1K
$2.59M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
16.6K+ 32.21% |
$774K - $797K
|
68K
$3.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.3K+ 116.34% |
$761K - $783K
|
30.3K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.2K+ 17.72% |
$758K - $781K
|
108K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 256.93% |
$757K - $780K
|
22.5K
$1.1M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
15.4KNew |
$718K - $740K
|
15.4K
$751K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
14.8K+ 286.3% |
$690K - $711K
|
19.9K
$973K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
14.7KNew |
$688K - $709K
|
14.7K
$720K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
14.4K+ 44.42% |
$674K - $694K
|
46.9K
$2.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
14.4K+ 22.17% |
$672K - $693K
|
79.3K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
14.3K+ 67.98% |
$669K - $689K
|
35.4K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.2K+ 12.07% |
$664K - $684K
|
132K
$6.45M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14.2KNew |
$664K - $684K
|
14.2K
$694K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.9KNew |
$650K - $669K
|
13.9K
$679K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.7K+ 45.4% |
$641K - $661K
|
44K
$2.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
13.3KNew |
$623K - $642K
|
13.3K
$651K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12.5K+ 153.39% |
$585K - $603K
|
20.7K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.5K+ 414.6% |
$585K - $603K
|
15.5K
$759K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
12.5K+ 11.65% |
$582K - $599K
|
119K
$5.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
11.8KNew |
$550K - $567K
|
11.8K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.6KNew |
$543K - $560K
|
11.6K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11.6KNew |
$540K - $556K
|
11.6K
$564K
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
11.4KNew |
$533K - $549K
|
11.4K
$557K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
11.2K+ 12.91% |
$525K - $541K
|
98.2K
$4.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
11.1K+ 3.09% |
$520K - $536K
|
371K
$18.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10.9KNew |
$511K - $527K
|
10.9K
$535K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
10.8K+ 2.64% |
$504K - $519K
|
420K
$20.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
10.3KNew |
$481K - $495K
|
10.3K
$502K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
10.3K+ 5.37% |
$479K - $494K
|
201K
$9.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
10.1K+ 143.12% |
$470K - $484K
|
17.1K
$835K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
9.99K+ 587.59% |
$467K - $481K
|
11.7K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.89K+ 4.94% |
$462K - $476K
|
210K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9.74K+ 4.24% |
$455K - $469K
|
240K
$11.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
9.55K+ 210.79% |
$446K - $460K
|
14.1K
$688K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
9.46KNew |
$442K - $455K
|
9.46K
$462K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
9.45KNew |
$442K - $455K
|
9.45K
$462K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.17K+ 22.45% |
$428K - $441K
|
50K
$2.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
9.07K+ 11.23% |
$424K - $436K
|
89.8K
$4.39M
|