Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-9K- 99.05% |
$426K - $431K
|
86
$4.2K
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-9.49K- 15.55% |
$449K - $454K
|
51.5K
$2.52M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.8K- 5.12% |
$464K - $469K
|
182K
$8.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.9K- 19.11% |
$469K - $474K
|
41.9K
$2.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-9.93K- 6.24% |
$470K - $476K
|
149K
$7.28M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10K- 98.44% |
$474K - $479K
|
158
$7.72K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.2K- 13.09% |
$482K - $487K
|
67.5K
$3.3M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.4K- 11.32% |
$495K - $500K
|
81.7K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-10.5K- 13.85% |
$495K - $501K
|
65K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-10.8K- 7.77% |
$510K - $516K
|
128K
$6.24M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-10.8K- 53.59% |
$511K - $517K
|
9.34K
$456K
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-10.8K- 36.99% |
$511K - $517K
|
18.4K
$897K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-11.2K- 15.68% |
$529K - $535K
|
60.1K
$2.93M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.2K- 9.11% |
$531K - $537K
|
112K
$5.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-11.3K- 38.34% |
$536K - $542K
|
18.2K
$889K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.9K- 5.29% |
$563K - $569K
|
213K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-12K- 46.39% |
$570K - $576K
|
13.9K
$679K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-12.1K- 2.76% |
$572K - $579K
|
425K
$20.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.5K- 2.22% |
$590K - $597K
|
548K
$26.8M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-12.7K- 36.27% |
$599K - $606K
|
22.2K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-13.8K- 88.81% |
$654K - $661K
|
1.74K
$84.9K
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-14.2K- 60.66% |
$671K - $679K
|
9.19K
$449K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-14.2K- 7.93% |
$673K - $680K
|
165K
$8.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-14.5K- 40.58% |
$685K - $692K
|
21.2K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-14.7K- 6.98% |
$695K - $703K
|
196K
$9.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14.9K- 43.54% |
$704K - $712K
|
19.3K
$941K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-15K- 9.13% |
$711K - $719K
|
149K
$7.3M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.4K- 22.36% |
$730K - $738K
|
53.5K
$2.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-16K- 17.77% |
$759K - $768K
|
74.1K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-16.4K- 95.65% |
$779K - $787K
|
747
$36.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-17.4K- 7.0% |
$823K - $832K
|
231K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.6K- 50.19% |
$834K - $843K
|
17.5K
$853K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-18.6K- 19.1% |
$883K - $893K
|
79K
$3.86M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-18.7K- 8.87% |
$886K - $896K
|
192K
$9.38M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-18.9K- 37.2% |
$893K - $903K
|
31.8K
$1.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-19.1K- 24.77% |
$904K - $914K
|
57.9K
$2.83M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-19.4K- 5.06% |
$918K - $929K
|
364K
$17.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-19.7K- 92.23% |
$934K - $945K
|
1.66K
$81.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-20.1K- 25.0% |
$953K - $963K
|
60.3K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-20.1K- 35.88% |
$954K - $964K
|
36K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-20.9K- 26.31% |
$989K - $1M
|
58.4K
$2.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-21.7K- 68.9% |
$1.03M - $1.04M
|
9.81K
$479K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-22.2K- 82.12% |
$1.05M - $1.06M
|
4.84K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-23.6K- 50.23% |
$1.12M - $1.13M
|
23.4K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-24K- 43.68% |
$1.14M - $1.15M
|
31K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-24.1K- 60.97% |
$1.14M - $1.16M
|
15.5K
$755K
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-25.3K- 30.93% |
$1.2M - $1.21M
|
56.4K
$2.76M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-25.8K- 29.72% |
$1.22M - $1.24M
|
61K
$2.98M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-26K- 37.76% |
$1.23M - $1.25M
|
42.9K
$2.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-26.3K- 11.5% |
$1.24M - $1.26M
|
202K
$9.87M
|