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 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-379- 6.06% |
$17.7K - $18.2K
|
5.87K
$287K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-393- 1.57% |
$18.4K - $18.9K
|
24.6K
$1.2M
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-395- 7.99% |
$18.5K - $19K
|
4.55K
$222K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-400- 56.74% |
$18.7K - $19.2K
|
305
$14.9K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-401- 1.53% |
$18.7K - $19.3K
|
25.8K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-405- 3.44% |
$18.9K - $19.5K
|
11.4K
$555K
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-405- 0.39% |
$18.9K - $19.5K
|
103K
$5.01M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-418- 1.15% |
$19.5K - $20.1K
|
35.8K
$1.75M
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-429- 2.01% |
$20K - $20.6K
|
21K
$1.02M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-443- 6.5% |
$20.7K - $21.3K
|
6.38K
$311K
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-470- 2.3% |
$22K - $22.6K
|
19.9K
$974K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-476- 6.51% |
$22.2K - $22.9K
|
6.83K
$334K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-484- 4.43% |
$22.6K - $23.3K
|
10.5K
$511K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-498- 21.24% |
$23.3K - $24K
|
1.85K
$90.2K
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-500- 3.47% |
$23.4K - $24.1K
|
13.9K
$680K
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-500- 6.7% |
$23.4K - $24.1K
|
6.97K
$340K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-530- 22.37% |
$24.8K - $25.5K
|
1.84K
$89.8K
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-600- 7.91% |
$28K - $28.9K
|
6.99K
$341K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-617- 6.93% |
$28.8K - $29.7K
|
8.29K
$405K
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-617- 6.93% |
$28.8K - $29.7K
|
8.29K
$405K
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-623- 8.04% |
$29.1K - $30K
|
7.13K
$348K
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-625- 8.02% |
$29.2K - $30.1K
|
7.17K
$350K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-696- 5.96% |
$32.5K - $33.5K
|
11K
$536K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-699- 1.31% |
$32.7K - $33.6K
|
52.6K
$2.57M
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-725- 97.32% |
$33.9K - $34.9K
|
20
$977
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-750- 7.33% |
$35K - $36.1K
|
9.48K
$463K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-750- 70.36% |
$35K - $36.1K
|
316
$15.4K
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-750- 12.5% |
$35K - $36.1K
|
5.25K
$256K
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-762- 1.62% |
$35.6K - $36.7K
|
46.3K
$2.26M
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-783- 0.73% |
$36.6K - $37.7K
|
107K
$5.24M
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-793- 1.02% |
$37K - $38.2K
|
77.2K
$3.77M
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-829- 76.69% |
$38.7K - $39.9K
|
252
$12.3K
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-840- 1.73% |
$39.2K - $40.4K
|
47.8K
$2.33M
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-916- 65.8% |
$42.8K - $44.1K
|
476
$23.2K
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-924- 11.19% |
$43.2K - $44.5K
|
7.34K
$358K
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-964- 2.76% |
$45K - $46.4K
|
34K
$1.66M
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-1K- 15.5% |
$46.7K - $48.1K
|
5.45K
$266K
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.05K- 1.68% |
$49.1K - $50.6K
|
61.4K
$3M
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.06K- 7.23% |
$49.5K - $51K
|
13.6K
$664K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.07K- 18.25% |
$50.1K - $51.6K
|
4.8K
$235K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.08K- 2.76% |
$50.6K - $52.1K
|
38.1K
$1.86M
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.08K- 6.8% |
$50.6K - $52.1K
|
14.8K
$725K
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.12K- 13.18% |
$52.1K - $53.7K
|
7.35K
$359K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.16K- 19.03% |
$54.1K - $55.7K
|
4.93K
$241K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.17K- 18.98% |
$54.8K - $56.4K
|
5K
$244K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.19K- 11.41% |
$55.6K - $57.3K
|
9.24K
$451K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.22K- 3.61% |
$57.1K - $58.9K
|
32.6K
$1.59M
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.24K- 3.04% |
$58.1K - $59.8K
|
39.7K
$1.94M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.33K- 3.94% |
$61.9K - $63.8K
|
32.3K
$1.58M
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.33K- 3.49% |
$62K - $63.9K
|
36.7K
$1.79M
|