Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
36.5K+ 6.61% |
$1.71M - $1.73M
|
589K
$28.5M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36.3KNew |
$1.7M - $1.72M
|
36.3K
$1.76M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
36.3KNew |
$1.7M - $1.72M
|
36.3K
$1.76M
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
34.2K+ 36.99% |
$1.6M - $1.62M
|
127K
$6.14M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32.7K+ 53.46% |
$1.53M - $1.55M
|
93.9K
$4.55M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
32.1KNew |
$1.5M - $1.52M
|
32.1K
$1.55M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
31.6KNew |
$1.48M - $1.5M
|
31.6K
$1.53M
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
30.9K+ 40.57% |
$1.45M - $1.46M
|
107K
$5.18M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.6K+ 11.98% |
$1.39M - $1.41M
|
277K
$13.4M
|
|
Nov 02, 2023
Q3 2023
|
Florin Court Capital LLP
|
BUY
|
- |
28K+ 115.23% |
$1.31M - $1.33M
|
52.3K
$2.53M
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
26.9K+ 80.87% |
$1.26M - $1.28M
|
60.1K
$2.91M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
26.8K+ 3.91% |
$1.26M - $1.27M
|
714K
$34.6M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
26.8K+ 3.91% |
$1.26M - $1.27M
|
714K
$34.6M
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
26.1K+ 100.09% |
$1.23M - $1.24M
|
52.3K
$2.53M
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
26K+ 7.63% |
$1.22M - $1.24M
|
367K
$17.8M
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
25.6K+ 2.55% |
$1.2M - $1.22M
|
1.03M
$49.8M
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
24.7K+ 4.15% |
$1.16M - $1.17M
|
620K
$30M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
24.4K+ 171.46% |
$1.15M - $1.16M
|
38.7K
$1.87M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
22.4K+ 6.02% |
$1.05M - $1.06M
|
395K
$19.1M
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
19.8K+ 16.01% |
$931K - $942K
|
144K
$6.97M
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19.1K+ 59.06% |
$896K - $906K
|
51.4K
$2.49M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
18.7K+ 111.27% |
$878K - $889K
|
35.5K
$1.72M
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
18.3K+ 70.58% |
$859K - $869K
|
44.2K
$2.14M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.8K+ 17.12% |
$833K - $843K
|
121K
$5.89M
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
17.6K+ 221.42% |
$826K - $836K
|
25.6K
$1.24M
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
16.7K+ 23.12% |
$781K - $791K
|
88.7K
$4.3M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.6K+ 25.43% |
$779K - $789K
|
81.9K
$3.97M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16.3K+ 1.26% |
$764K - $774K
|
1.31M
$63.5M
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
15.8K+ 14.98% |
$743K - $752K
|
122K
$5.89M
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
15.5K+ 20.35% |
$729K - $738K
|
91.9K
$4.45M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 51.02% |
$695K - $704K
|
43.9K
$2.13M
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
14.6K+ 6.61% |
$687K - $695K
|
236K
$11.4M
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
14.6K+ 10.64% |
$684K - $693K
|
152K
$7.35M
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.4K+ 9.22% |
$677K - $685K
|
171K
$8.29M
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
14.4K+ 13.06% |
$673K - $681K
|
124K
$6.02M
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
14.2K+ 19.51% |
$666K - $674K
|
87K
$4.21M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 5.43% |
$633K - $640K
|
262K
$12.7M
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
13.4K+ 7.17% |
$629K - $636K
|
200K
$9.7M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.3K+ 2.69% |
$622K - $629K
|
507K
$24.5M
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
13.2K+ 6.55% |
$617K - $624K
|
214K
$10.4M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.9K+ 3.39% |
$605K - $613K
|
393K
$19.1M
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
12.9K+ 8.82% |
$603K - $611K
|
159K
$7.69M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.6K+ 3.64% |
$591K - $598K
|
359K
$17.4M
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$581K - $588K
|
12.4K
$600K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.2K+ 1.8% |
$572K - $579K
|
690K
$33.4M
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
11.8K+ 2.76% |
$554K - $561K
|
440K
$21.3M
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
11.7K+ 13.3% |
$548K - $554K
|
99.5K
$4.82M
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
11.5K+ 1.65% |
$538K - $545K
|
709K
$34.4M
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
11KNew |
$514K - $520K
|
11K
$531K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.8K+ 208.74% |
$509K - $515K
|
16K
$777K
|