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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-123K- 17.35% |
$5.8M - $5.87M
|
584K
$29.1M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-138K- 25.28% |
$6.54M - $6.62M
|
408K
$20.3M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-149K- 45.68% |
$7.05M - $7.13M
|
177K
$8.82M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-150K- 12.46% |
$7.09M - $7.17M
|
1.05M
$52.4M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-153K- 96.93% |
$7.26M - $7.34M
|
4.86K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-153K- 66.69% |
$7.27M - $7.35M
|
76.6K
$3.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-161K- 88.63% |
$7.61M - $7.7M
|
20.6K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-202K- 54.45% |
$9.56M - $9.67M
|
169K
$8.41M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-247K- 88.09% |
$11.7M - $11.9M
|
33.4K
$1.67M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-248K- 17.0% |
$11.7M - $11.9M
|
1.21M
$60.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-252K- 13.68% |
$12M - $12.1M
|
1.59M
$79.4M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-274K- 98.01% |
$13M - $13.1M
|
5.57K
$277K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-301K- 40.07% |
$14.3M - $14.4M
|
451K
$22.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-321K- 94.74% |
$15.2M - $15.4M
|
17.8K
$890K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-368K- 14.97% |
$17.4M - $17.6M
|
2.09M
$104M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-379K- 20.72% |
$18M - $18.2M
|
1.45M
$72.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-437K- 37.68% |
$20.7M - $21M
|
723K
$36.1M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-451K- 56.51% |
$21.4M - $21.6M
|
347K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-463K- 10.59% |
$21.9M - $22.2M
|
3.91M
$195M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-647K- 49.84% |
$30.6M - $31M
|
651K
$32.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-672K- 47.59% |
$31.9M - $32.2M
|
741K
$36.9M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-876K- 71.76% |
$41.5M - $42M
|
345K
$17.2M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.38M- 29.23% |
$65.4M - $66.2M
|
3.34M
$167M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.5M- 37.55% |
$119M - $120M
|
4.17M
$208M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.5M- 37.55% |
$119M - $120M
|
4.17M
$208M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.5M- 99.98% |
$213M - $216M
|
790
$39.4K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.5M- 96.12% |
$878M - $888M
|
749K
$37.3M
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-19.6M- 98.63% |
$929M - $940M
|
272K
$13.6M
|