Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-3.96K- 21.14% |
$188K - $190K
|
14.8K
$719K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.99K- 17.66% |
$189K - $191K
|
18.6K
$906K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.09K- 0.2% |
$194K - $196K
|
2.05M
$100M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.1K- 13.55% |
$194K - $197K
|
26.2K
$1.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.13K- 27.9% |
$196K - $198K
|
10.7K
$520K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.27K- 44.67% |
$202K - $205K
|
5.29K
$257K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.32K- 98.74% |
$205K - $208K
|
55
$2.68K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.51K- 2.24% |
$214K - $217K
|
197K
$9.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.53K- 5.55% |
$214K - $217K
|
77.1K
$3.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.54K- 1.16% |
$215K - $218K
|
387K
$18.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.54K- 41.76% |
$215K - $218K
|
6.34K
$309K
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.58K- 8.21% |
$217K - $220K
|
51.1K
$2.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-4.58K- 1.36% |
$217K - $220K
|
331K
$16.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.65K- 9.06% |
$220K - $223K
|
46.6K
$2.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-4.68K- 2.67% |
$222K - $224K
|
170K
$8.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.7K- 5.37% |
$223K - $226K
|
82.9K
$4.04M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.71K- 79.6% |
$223K - $226K
|
1.21K
$58.8K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-4.8K- 11.3% |
$227K - $230K
|
37.7K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.92K- 20.89% |
$233K - $236K
|
18.6K
$907K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.96K- 4.48% |
$235K - $238K
|
106K
$5.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.97K- 10.8% |
$235K - $239K
|
41K
$2M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5K- 92.01% |
$237K - $240K
|
434
$21.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-5.03K- 4.46% |
$238K - $241K
|
108K
$5.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.22K- 3.55% |
$247K - $251K
|
142K
$6.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-5.26K- 18.12% |
$249K - $252K
|
23.8K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-5.3K- 5.3% |
$251K - $254K
|
94.8K
$4.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-5.41K- 7.78% |
$256K - $260K
|
64.2K
$3.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-5.42K- 6.84% |
$257K - $260K
|
73.8K
$3.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-5.54K- 5.01% |
$262K - $266K
|
105K
$5.12M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.55K- 18.89% |
$263K - $267K
|
23.8K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.56K- 3.04% |
$263K - $267K
|
177K
$8.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.64K- 10.64% |
$267K - $271K
|
47.4K
$2.31M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.83K- 13.75% |
$276K - $280K
|
36.5K
$1.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.87K- 12.06% |
$278K - $282K
|
42.8K
$2.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.06K- 1.78% |
$287K - $291K
|
335K
$16.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.13K- 2.88% |
$291K - $294K
|
207K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.28K- 51.45% |
$298K - $302K
|
5.93K
$289K
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-6.32K- 2.71% |
$299K - $303K
|
227K
$11.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.43K- 15.5% |
$305K - $309K
|
35.1K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.45K- 49.47% |
$305K - $309K
|
6.59K
$321K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-6.45K- 3.74% |
$306K - $310K
|
166K
$8.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6.67K- 10.17% |
$316K - $320K
|
58.9K
$2.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.83K- 3.85% |
$323K - $328K
|
171K
$8.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.89K- 44.9% |
$326K - $331K
|
8.45K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-7.12K- 2.69% |
$337K - $342K
|
258K
$12.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-7.2K- 6.38% |
$341K - $346K
|
106K
$5.15M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.28K- 22.76% |
$345K - $350K
|
24.7K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-7.31K- 19.0% |
$346K - $351K
|
31.2K
$1.52M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-7.45K- 1.33% |
$353K - $358K
|
551K
$26.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-7.57K- 31.15% |
$359K - $363K
|
16.7K
$815K
|