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 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.45KNew |
$301K - $309K
|
6.45K
$316K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
6.36K+ 3.49% |
$297K - $304K
|
189K
$9.24M
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
6.16K+ 6.82% |
$287K - $295K
|
96.6K
$4.72M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.99K+ 71.06% |
$279K - $287K
|
14.4K
$705K
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.93KNew |
$276K - $284K
|
5.93K
$290K
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.86K+ 4.39% |
$273K - $280K
|
139K
$6.82M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.77KNew |
$269K - $276K
|
5.77K
$282K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5.74KNew |
$268K - $275K
|
5.74K
$281K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.62K+ 3.67% |
$262K - $269K
|
159K
$7.77M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.55K+ 10.54% |
$259K - $265K
|
58.2K
$2.85M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.47KNew |
$255K - $262K
|
5.47K
$268K
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.38KNew |
$251K - $258K
|
5.38K
$263K
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.33KNew |
$249K - $255K
|
5.33K
$261K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.2KNew |
$242K - $249K
|
5.2K
$254K
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
BUY
|
- |
5.18K+ 17.46% |
$241K - $248K
|
34.8K
$1.7M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
5.14KNew |
$239K - $246K
|
5.14K
$251K
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
5.02K+ 12.72% |
$234K - $240K
|
44.5K
$2.18M
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
5K+ 4.94% |
$233K - $239K
|
106K
$5.2M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.95KNew |
$231K - $237K
|
4.95K
$242K
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.89K+ 2.65% |
$228K - $234K
|
190K
$9.28M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.84K+ 59.8% |
$226K - $232K
|
12.9K
$633K
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.84KNew |
$226K - $232K
|
4.84K
$237K
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.8KNew |
$224K - $230K
|
4.8K
$235K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.69K+ 26.06% |
$218K - $224K
|
22.7K
$1.11M
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
4.68K+ 7.68% |
$218K - $224K
|
65.6K
$3.21M
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.66KNew |
$217K - $223K
|
4.66K
$228K
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.62KNew |
$215K - $221K
|
4.62K
$226K
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.6K+ 3.02% |
$215K - $220K
|
157K
$7.69M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.52K+ 10.75% |
$211K - $216K
|
46.6K
$2.28M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.37KNew |
$204K - $209K
|
4.37K
$214K
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
4.36KNew |
$203K - $209K
|
4.36K
$213K
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.33KNew |
$202K - $207K
|
4.33K
$212K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.25K+ 1949.08% |
$198K - $203K
|
4.47K
$218K
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.24KNew |
$197K - $203K
|
4.24K
$207K
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
3.98K+ 2.36% |
$186K - $191K
|
173K
$8.44M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.92K+ 6.27% |
$183K - $187K
|
66.3K
$3.24M
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
3.9K+ 1.71% |
$182K - $187K
|
232K
$11.4M
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.86K+ 5.2% |
$180K - $185K
|
78.1K
$3.82M
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
3.76K+ 0.69% |
$175K - $180K
|
547K
$26.7M
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
3.74K+ 55.82% |
$174K - $179K
|
10.4K
$510K
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
3.42K+ 3.84% |
$160K - $164K
|
92.7K
$4.53M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 37.25% |
$156K - $160K
|
12.3K
$602K
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.2K+ 10.09% |
$149K - $153K
|
34.9K
$1.71M
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.1K+ 1.61% |
$145K - $148K
|
196K
$9.6M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.04K+ 0.13% |
$141K - $145K
|
2.31M
$113M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.03KNew |
$141K - $145K
|
3.03K
$148K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.96K+ 21.64% |
$138K - $141K
|
16.6K
$813K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.82K+ 3.48% |
$132K - $135K
|
84K
$4.11M
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
2.82KNew |
$132K - $135K
|
2.82K
$138K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.8K+ 5.06% |
$131K - $134K
|
58.2K
$2.85M
|