Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.79K- 1.39% |
$223K - $229K
|
341K
$16.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-4.81K- 29.65% |
$224K - $230K
|
11.4K
$558K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.88K- 13.29% |
$228K - $234K
|
31.9K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.1K- 5.4% |
$238K - $244K
|
89.3K
$4.37M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-5.19K- 89.89% |
$242K - $248K
|
583
$28.5K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-5.19K- 23.23% |
$242K - $248K
|
17.2K
$839K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.24K- 28.37% |
$244K - $250K
|
13.2K
$647K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-5.32K- 27.88% |
$248K - $254K
|
13.8K
$673K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-5.38K- 7.18% |
$251K - $257K
|
69.6K
$3.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5.5K- 6.43% |
$256K - $263K
|
80K
$3.91M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5.59K- 37.07% |
$261K - $267K
|
9.49K
$464K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.85K- 3.9% |
$273K - $280K
|
144K
$7.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-5.91K- 9.59% |
$276K - $283K
|
55.7K
$2.73M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.96K- 16.85% |
$278K - $285K
|
29.4K
$1.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-6.28K- 8.37% |
$293K - $300K
|
68.7K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6.29K- 3.02% |
$293K - $301K
|
202K
$9.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.4K- 12.19% |
$298K - $306K
|
46.1K
$2.26M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-6.43K- 13.5% |
$300K - $308K
|
41.2K
$2.02M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-6.45K- 54.11% |
$301K - $308K
|
5.47K
$267K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.92K- 98.69% |
$323K - $331K
|
92
$4.5K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.93K- 21.79% |
$323K - $331K
|
24.9K
$1.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-6.93K- 5.63% |
$323K - $332K
|
116K
$5.68M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.97K- 38.47% |
$325K - $333K
|
11.1K
$545K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.1K- 91.84% |
$331K - $339K
|
630
$30.8K
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-7.21K- 8.58% |
$336K - $345K
|
76.7K
$3.75M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.35K- 49.27% |
$342K - $351K
|
7.56K
$370K
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-7.45KClosed |
$347K - $356K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.48K- 85.4% |
$349K - $358K
|
1.28K
$62.5K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.77K- 4.12% |
$362K - $371K
|
181K
$8.85M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-7.84K- 20.81% |
$366K - $375K
|
29.8K
$1.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-7.88K- 55.77% |
$367K - $377K
|
6.25K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.92K- 26.15% |
$369K - $379K
|
22.4K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-7.98K- 23.8% |
$372K - $381K
|
25.5K
$1.25M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.98K- 42.16% |
$372K - $382K
|
11K
$536K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-8.11K- 7.6% |
$378K - $388K
|
98.5K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-8.19K- 9.15% |
$382K - $392K
|
81.3K
$3.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-8.86K- 16.8% |
$413K - $424K
|
43.9K
$2.15M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-8.93K- 12.35% |
$416K - $427K
|
63.4K
$3.1M
|
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-9.03K- 8.28% |
$421K - $432K
|
100K
$4.89M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.12K- 48.81% |
$425K - $436K
|
9.57K
$468K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-9.25K- 14.48% |
$431K - $442K
|
54.6K
$2.67M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-9.5K- 77.24% |
$443K - $454K
|
2.8K
$137K
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-9.79K- 47.49% |
$456K - $468K
|
10.8K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.94K- 5.72% |
$463K - $475K
|
164K
$8.01M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-10.3K- 38.22% |
$482K - $494K
|
16.7K
$817K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-10.4K- 16.72% |
$485K - $498K
|
51.9K
$2.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.6K- 67.14% |
$494K - $507K
|
5.19K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-10.8K- 6.65% |
$503K - $517K
|
152K
$7.42M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.8K- 3.3% |
$505K - $518K
|
318K
$15.5M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.1K- 23.43% |
$516K - $529K
|
36.2K
$1.77M
|