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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
833+ 8.21% |
$38.8K - $39.8K
|
11K
$537K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
814+ 10.31% |
$37.9K - $38.9K
|
8.71K
$426K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
782New |
$36.5K - $37.4K
|
782
$38.2K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
744+ 7.48% |
$34.7K - $35.6K
|
10.7K
$523K
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
731+ 3.38% |
$34.1K - $35K
|
22.4K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
720+ 2.61% |
$33.6K - $34.4K
|
28.3K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
700+ 12.73% |
$32.6K - $33.5K
|
6.2K
$303K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
690+ 1.67% |
$32.2K - $33K
|
42K
$2.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
688+ 10.29% |
$32.1K - $32.9K
|
7.37K
$361K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
665+ 66500.0% |
$31K - $31.8K
|
666
$32.6K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
624+ 2.54% |
$29.1K - $29.8K
|
25.2K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
617+ 3.88% |
$28.8K - $29.5K
|
16.5K
$808K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
607+ 8.6% |
$28.3K - $29K
|
7.66K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
596+ 9.36% |
$27.8K - $28.5K
|
6.96K
$341K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
538+ 3.84% |
$25.1K - $25.7K
|
14.6K
$712K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
526New |
$24.5K - $25.2K
|
526
$25.7K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
511+ 0.46% |
$23.8K - $24.4K
|
111K
$5.4M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
486+ 6.27% |
$22.7K - $23.2K
|
8.23K
$403K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
481+ 6.41% |
$22.4K - $23K
|
7.99K
$391K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
469+ 6.91% |
$21.9K - $22.4K
|
7.25K
$355K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
436+ 11.26% |
$20.3K - $20.9K
|
4.31K
$211K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
419+ 4.75% |
$19.5K - $20K
|
9.24K
$452K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
400New |
$18.6K - $19.1K
|
400
$19.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
BUY
|
- |
363+ 0.88% |
$16.9K - $17.4K
|
41.5K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
353+ 0.79% |
$16.5K - $16.9K
|
44.9K
$2.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
350+ 0.76% |
$16.3K - $16.7K
|
46.5K
$2.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
305+ 2.81% |
$14.2K - $14.6K
|
11.2K
$547K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
304New |
$14.2K - $14.5K
|
304
$14.9K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
281+ 0.61% |
$13.1K - $13.4K
|
46K
$2.25M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
257+ 2.32% |
$12K - $12.3K
|
11.3K
$554K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
249+ 3.81% |
$11.6K - $11.9K
|
6.79K
$332K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
214+ 18.76% |
$9.98K - $10.2K
|
1.36K
$66.3K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
213New |
$9.93K - $10.2K
|
213
$10.4K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
208+ 4.79% |
$9.7K - $9.95K
|
4.55K
$223K
|
|
|
Apr 27, 2023
Q1 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
196+ 3.63% |
$9.14K - $9.37K
|
5.59K
$274K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
196+ 3.61% |
$9.14K - $9.37K
|
5.62K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
192+ 2.72% |
$8.95K - $9.18K
|
7.24K
$354K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
188+ 3.06% |
$8.76K - $8.99K
|
6.33K
$310K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
186+ 79.15% |
$8.67K - $8.9K
|
421
$20.6K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
184New |
$8.58K - $8.8K
|
184
$9K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
179+ 0.16% |
$8.34K - $8.56K
|
109K
$5.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
164+ 28.77% |
$7.65K - $7.84K
|
734
$35.9K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
162+ 1.11% |
$7.55K - $7.75K
|
14.8K
$724K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
130New |
$6.06K - $6.22K
|
130
$6.36K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
122+ 2.16% |
$5.69K - $5.84K
|
5.78K
$283K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
116+ 0.22% |
$5.41K - $5.55K
|
53K
$2.59M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
106+ 2.12% |
$4.94K - $5.07K
|
5.11K
$250K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 0.3% |
$4.66K - $4.78K
|
33.8K
$1.65M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.66K - $4.78K
|
100
$4.89K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
96+ 1.41% |
$4.48K - $4.59K
|
6.88K
$337K
|