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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
253+ 2.27% |
$11.8K - $12.2K
|
11.4K
$567K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
252+ 12.11% |
$11.8K - $12.1K
|
2.33K
$116K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
249New |
$11.6K - $12K
|
249
$12.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
243+ 1.48% |
$11.4K - $11.7K
|
16.6K
$828K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
235+ 5.37% |
$11K - $11.3K
|
4.61K
$230K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
226+ 0.26% |
$10.6K - $10.9K
|
86.5K
$4.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
223+ 4.96% |
$10.4K - $10.7K
|
4.72K
$235K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
207+ 2.08% |
$9.67K - $9.96K
|
10.2K
$507K
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
195+ 2.84% |
$9.11K - $9.38K
|
7.07K
$353K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
190New |
$8.88K - $9.14K
|
190
$9.47K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
174+ 34.52% |
$8.13K - $8.37K
|
678
$33.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
157New |
$7.34K - $7.55K
|
157
$7.83K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
137New |
$6.4K - $6.59K
|
137
$6.83K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
126+ 0.32% |
$5.89K - $6.06K
|
39K
$1.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
126+ 1.09% |
$5.89K - $6.06K
|
11.7K
$581K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
122+ 1.04% |
$5.7K - $5.87K
|
11.8K
$590K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
118+ 1.34% |
$5.51K - $5.68K
|
8.95K
$446K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
118+ 1.31% |
$5.51K - $5.68K
|
9.13K
$455K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
117+ 100.0% |
$5.47K - $5.63K
|
234
$11.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
110+ 2.43% |
$5.14K - $5.29K
|
4.63K
$231K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100+ 68.49% |
$4.67K - $4.81K
|
246
$12.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
94+ 2.09% |
$4.39K - $4.52K
|
4.58K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
92+ 1.95% |
$4.3K - $4.43K
|
4.8K
$239K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
90New |
$4.2K - $4.33K
|
90
$4.49K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
82+ 0.99% |
$3.83K - $3.95K
|
8.36K
$417K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
81New |
$3.78K - $3.9K
|
81
$4.04K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
81+ 0.55% |
$3.78K - $3.9K
|
14.9K
$745K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
65New |
$3.04K - $3.13K
|
65
$3.24K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
65+ 0.2% |
$3.04K - $3.13K
|
31.8K
$1.59M
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
63+ 0.11% |
$2.94K - $3.03K
|
56.3K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
61+ 0.53% |
$2.85K - $2.94K
|
11.7K
$581K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
61+ 0.23% |
$2.85K - $2.94K
|
26.5K
$1.32M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
56New |
$2.62K - $2.69K
|
56
$2.79K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
56+ 2.08% |
$2.62K - $2.69K
|
2.74K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
55+ 2750.0% |
$2.57K - $2.65K
|
57
$2.84K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
52New |
$2.43K - $2.5K
|
52
$2.59K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
49New |
$2.29K - $2.36K
|
49
$2.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
45+ 1.07% |
$2.1K - $2.17K
|
4.24K
$211K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
45+ 0.73% |
$2.1K - $2.17K
|
6.18K
$308K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
42+ 0.61% |
$1.96K - $2.02K
|
6.89K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
42+ 0.15% |
$1.96K - $2.02K
|
28.8K
$1.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
38New |
$1.78K - $1.83K
|
38
$1.89K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35New |
$1.64K - $1.68K
|
35
$1.75K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
27+ 0.57% |
$1.26K - $1.3K
|
4.8K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 1.51% |
$1.12K - $1.15K
|
1.62K
$80.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
15New |
$701 - $722
|
15
$748
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
14New |
$654 - $674
|
14
$698
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
12+ 0.25% |
$561 - $577
|
4.87K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8+ 0.11% |
$374 - $385
|
7.28K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7New |
$327 - $337
|
7
$349
|