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 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
4.66K+ 12.7% |
$218K - $221K
|
41.3K
$2.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4.58K+ 20.92% |
$215K - $217K
|
26.5K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.5KNew |
$211K - $213K
|
4.5K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.39K+ 13.77% |
$206K - $208K
|
36.3K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.07K+ 52.71% |
$191K - $193K
|
11.8K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.05K+ 3.4% |
$190K - $192K
|
123K
$5.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4.03K+ 8.6% |
$189K - $191K
|
50.8K
$2.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.98K+ 7.24% |
$187K - $189K
|
59K
$2.87M
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3.96K+ 1.13% |
$186K - $188K
|
353K
$17.2M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.83KNew |
$180K - $182K
|
3.83K
$187K
|
|
|
Oct 10, 2023
Q3 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3.75K+ 3.77% |
$176K - $178K
|
103K
$5.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.66K+ 15.48% |
$172K - $174K
|
27.3K
$1.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.61K+ 2.54% |
$169K - $172K
|
146K
$7.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.6K+ 4.49% |
$169K - $171K
|
83.8K
$4.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.52K+ 18.17% |
$165K - $167K
|
22.9K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.45K+ 15.8% |
$162K - $164K
|
25.3K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.26K+ 1.76% |
$153K - $155K
|
188K
$9.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.24K+ 53.29% |
$152K - $154K
|
9.33K
$454K
|
|
|
Nov 06, 2023
Q3 2023
|
True Wealth Financial Partners
|
BUY
|
- |
3.24K+ 2.36% |
$152K - $154K
|
140K
$6.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
3.21K+ 2.38% |
$151K - $153K
|
138K
$6.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
3.19KNew |
$150K - $151K
|
3.19K
$155K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.14K+ 2.82% |
$147K - $149K
|
115K
$5.58M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.13K+ 5.07% |
$147K - $148K
|
64.8K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.05K+ 11.2% |
$143K - $145K
|
30.2K
$1.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
2.97K+ 8.61% |
$139K - $141K
|
37.5K
$1.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.94KNew |
$138K - $139K
|
2.94K
$143K
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.93K+ 7.71% |
$137K - $139K
|
40.9K
$1.99M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
2.89K+ 2.65% |
$136K - $137K
|
112K
$5.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.8K+ 1.48% |
$131K - $133K
|
191K
$9.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.78K+ 2.87% |
$130K - $132K
|
99.7K
$4.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.75K+ 27.08% |
$129K - $131K
|
12.9K
$629K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.7KNew |
$127K - $128K
|
2.7K
$132K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.69KNew |
$126K - $128K
|
2.69K
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
2.54K+ 1.31% |
$119K - $121K
|
197K
$9.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.5K+ 55.0% |
$117K - $118K
|
7.03K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.46K+ 5.28% |
$115K - $117K
|
49.1K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
2.44K+ 17.52% |
$114K - $116K
|
16.4K
$797K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.41K+ 7.08% |
$113K - $114K
|
36.4K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
2.33K+ 11.45% |
$109K - $111K
|
22.7K
$1.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.33K+ 4.99% |
$109K - $111K
|
49K
$2.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.29K+ 8.71% |
$107K - $109K
|
28.6K
$1.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.25K+ 8.08% |
$106K - $107K
|
30.1K
$1.47M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.14K+ 2.42% |
$100K - $101K
|
90.5K
$4.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.12K+ 33.48% |
$99.5K - $101K
|
8.46K
$412K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.1K+ 83.85% |
$98.3K - $99.5K
|
4.6K
$224K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.99K+ 4.31% |
$93.1K - $94.2K
|
48.1K
$2.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.97K+ 38.85% |
$92.4K - $93.5K
|
7.04K
$343K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 2.14% |
$91.5K - $92.7K
|
93.1K
$4.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.89K+ 3.35% |
$88.6K - $89.7K
|
58.2K
$2.83M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.89K+ 8.24% |
$88.5K - $89.6K
|
24.8K
$1.21M
|