Purchases and Sales Made in Q4 2024 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 2024. 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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.15K- 22.45% |
$249K - $253K
|
17.8K
$866K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.02K- 6.71% |
$291K - $295K
|
83.7K
$4.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-6.19K- 8.22% |
$299K - $304K
|
69.1K
$3.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.97K- 39.57% |
$337K - $342K
|
10.6K
$518K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-7.66K- 1.18% |
$370K - $376K
|
639K
$31.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.61K- 8.94% |
$464K - $472K
|
97.8K
$4.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-13.1K- 4.19% |
$633K - $643K
|
300K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-18.6K- 80.67% |
$897K - $911K
|
4.45K
$216K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-20.5K- 14.07% |
$991K - $1.01M
|
125K
$6.09M
|