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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.25K+ 29.1% |
$154K - $156K
|
14.4K
$699K
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
3.2K+ 0.46% |
$151K - $153K
|
698K
$33.8M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.18K+ 7.46% |
$150K - $152K
|
45.8K
$2.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3.17K+ 144.0% |
$150K - $152K
|
5.37K
$260K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.9K+ 0.77% |
$138K - $139K
|
380K
$18.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.89K+ 9.53% |
$137K - $139K
|
33.3K
$1.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.89K+ 11.27% |
$137K - $139K
|
28.5K
$1.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
2.85K+ 4.08% |
$135K - $137K
|
72.8K
$3.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.79K+ 19.33% |
$132K - $134K
|
17.2K
$834K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.72K+ 16.3% |
$129K - $130K
|
19.4K
$940K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.69K+ 6.19% |
$127K - $129K
|
46.1K
$2.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.66K+ 61.5% |
$126K - $128K
|
6.99K
$339K
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.37K+ 1.65% |
$112K - $114K
|
146K
$7.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.34K+ 1.67% |
$111K - $112K
|
142K
$6.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.29K+ 5.14% |
$108K - $110K
|
46.8K
$2.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.29K+ 15.07% |
$108K - $110K
|
17.5K
$846K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.25K+ 5.73% |
$107K - $108K
|
41.6K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.24K+ 7.06% |
$106K - $108K
|
34K
$1.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.24K+ 15.61% |
$106K - $107K
|
16.6K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.16K+ 71.66% |
$103K - $104K
|
5.18K
$251K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.13K+ 5.23% |
$101K - $102K
|
42.8K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.13K+ 5.23% |
$101K - $102K
|
42.8K
$2.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.1K+ 5.56% |
$99.4K - $101K
|
39.9K
$1.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.06K+ 4.58% |
$97.5K - $98.8K
|
46.9K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.99K+ 8.87% |
$94K - $95.3K
|
24.4K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.95K+ 15.35% |
$92.2K - $93.5K
|
14.6K
$709K
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.81K+ 0.87% |
$85.7K - $86.9K
|
210K
$10.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.78K+ 10.69% |
$84.2K - $85.3K
|
18.4K
$891K
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.78K+ 8.13% |
$84.1K - $85.2K
|
23.6K
$1.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.62K+ 1.74% |
$76.5K - $77.6K
|
94.3K
$4.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 1.92% |
$75.6K - $76.6K
|
84.8K
$4.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.54K+ 0.02% |
$72.7K - $73.7K
|
6.49M
$314M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.46K+ 0.64% |
$69.3K - $70.2K
|
228K
$11.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.42K+ 2.51% |
$67.3K - $68.2K
|
57.9K
$2.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.4K+ 1.87% |
$66.1K - $67K
|
76.2K
$3.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.37K+ 2.97% |
$64.8K - $65.7K
|
47.4K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 26.84% |
$62.9K - $63.7K
|
6.27K
$304K
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.21K+ 0.25% |
$57.5K - $58.2K
|
490K
$23.7M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.21K+ 0.25% |
$57.5K - $58.2K
|
490K
$23.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.13K+ 1.22% |
$53.4K - $54.1K
|
93.9K
$4.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.09K+ 4.34% |
$51.7K - $52.4K
|
26.3K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.06K+ 5.66% |
$50.2K - $50.8K
|
19.8K
$958K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.05K+ 17.68% |
$49.6K - $50.3K
|
6.98K
$338K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.03K+ 3.73% |
$48.9K - $49.6K
|
28.8K
$1.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.02K+ 0.94% |
$48.3K - $49K
|
110K
$5.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.02K+ 18.59% |
$48.2K - $48.8K
|
6.49K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
964+ 2.13% |
$45.7K - $46.3K
|
46.3K
$2.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
937+ 1.74% |
$44.4K - $45K
|
54.9K
$2.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
837+ 19.77% |
$39.6K - $40.2K
|
5.07K
$246K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
826+ 3.92% |
$39.1K - $39.6K
|
21.9K
$1.06M
|