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 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-527- 2.4% |
$25K - $25.2K
|
21.5K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-549- 2.31% |
$26K - $26.3K
|
23.2K
$1.12M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-575- 13.35% |
$27.2K - $27.5K
|
3.73K
$180K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-600- 2.0% |
$28.4K - $28.7K
|
29.3K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-621- 1.6% |
$29.4K - $29.8K
|
38.1K
$1.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-625- 3.16% |
$29.6K - $29.9K
|
19.2K
$926K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-635- 6.96% |
$30.1K - $30.4K
|
8.49K
$410K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-646- 70.29% |
$30.6K - $30.9K
|
273
$13.2K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-665- 6.5% |
$31.5K - $31.9K
|
9.57K
$463K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-669- 6.89% |
$31.7K - $32.1K
|
9.04K
$437K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-673- 99.85% |
$31.9K - $32.2K
|
1
$48.3
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-675- 1.73% |
$32K - $32.3K
|
38.4K
$1.85M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-688- 3.61% |
$32.6K - $33K
|
18.4K
$888K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-692- 10.1% |
$32.8K - $33.2K
|
6.16K
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-704- 6.52% |
$33.4K - $33.7K
|
10.1K
$488K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-728- 6.59% |
$34.5K - $34.9K
|
10.3K
$499K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-734- 31.46% |
$34.8K - $35.2K
|
1.6K
$77.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-750- 5.39% |
$35.5K - $35.9K
|
13.2K
$637K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-752- 0.52% |
$35.6K - $36K
|
145K
$6.99M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-764- 9.66% |
$36.2K - $36.6K
|
7.14K
$345K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-786- 6.91% |
$37.2K - $37.7K
|
10.6K
$512K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-791- 0.91% |
$37.5K - $37.9K
|
86.1K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-800Closed |
$37.9K - $38.3K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-803- 0.52% |
$38K - $38.5K
|
152K
$7.37M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-812- 11.0% |
$38.5K - $38.9K
|
6.57K
$318K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-889- 12.4% |
$42.1K - $42.6K
|
6.28K
$304K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-894- 5.99% |
$42.4K - $42.8K
|
14K
$678K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-987- 16.81% |
$46.8K - $47.3K
|
4.89K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-999- 4.44% |
$47.3K - $47.9K
|
21.5K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.04K- 3.92% |
$49.3K - $49.9K
|
25.5K
$1.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.04K- 1.17% |
$49.5K - $50K
|
88.5K
$4.28M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.09K- 20.21% |
$51.6K - $52.2K
|
4.3K
$208K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.1K- 1.28% |
$52K - $52.6K
|
84.5K
$4.09M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.12K- 1.6% |
$53.2K - $53.8K
|
68.9K
$3.33M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.26K- 3.02% |
$59.7K - $60.4K
|
40.5K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.29K- 2.35% |
$61.2K - $61.9K
|
53.7K
$2.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 22.61% |
$64.3K - $65K
|
4.65K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.4K- 30.98% |
$66.3K - $67K
|
3.12K
$151K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.41K- 32.55% |
$66.7K - $67.5K
|
2.92K
$141K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.41K- 2.44% |
$66.9K - $67.7K
|
56.5K
$2.73M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.42K- 19.93% |
$67.3K - $68K
|
5.71K
$276K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.43K- 2.32% |
$67.9K - $68.7K
|
60.4K
$2.92M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.45K- 10.59% |
$68.9K - $69.7K
|
12.3K
$594K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.45K- 10.59% |
$68.9K - $69.7K
|
12.3K
$594K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.46K- 2.75% |
$69.2K - $69.9K
|
51.6K
$2.5M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.46K- 21.89% |
$69.4K - $70.1K
|
5.22K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.47K- 1.11% |
$69.6K - $70.4K
|
131K
$6.31M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.47K- 5.83% |
$69.8K - $70.6K
|
23.8K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.58K- 24.7% |
$74.6K - $75.5K
|
4.8K
$232K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.58K- 1.15% |
$75K - $75.8K
|
136K
$6.58M
|