Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
9.4K+ 2.51% |
$452K - $464K
|
385K
$18.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
BUY
|
- |
9.29K+ 4.24% |
$446K - $459K
|
228K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
9KNew |
$433K - $445K
|
9K
$441K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.85K+ 0.41% |
$425K - $437K
|
2.19M
$107M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.81K+ 5.85% |
$423K - $435K
|
159K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8.68KNew |
$417K - $429K
|
8.68K
$425K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
8.41K+ 8.65% |
$404K - $415K
|
106K
$5.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.32K+ 87.5% |
$400K - $411K
|
17.8K
$873K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
8.29KNew |
$398K - $409K
|
8.29K
$406K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.16K+ 3.14% |
$392K - $403K
|
268K
$13.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.78KNew |
$374K - $384K
|
7.78K
$381K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
7.77K+ 1.22% |
$374K - $384K
|
647K
$31.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
7.53KNew |
$362K - $372K
|
7.53K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.5K+ 112.36% |
$361K - $371K
|
14.2K
$695K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.36K+ 40.03% |
$354K - $363K
|
25.7K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
7K+ 5.84% |
$336K - $345K
|
127K
$6.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.9K+ 3.67% |
$332K - $341K
|
195K
$9.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.59KNew |
$317K - $326K
|
6.59K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.58K+ 3.38% |
$316K - $325K
|
201K
$9.85M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.42K+ 4.03% |
$309K - $317K
|
166K
$8.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.4K+ 140.47% |
$308K - $316K
|
11K
$537K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.06K+ 16.55% |
$291K - $300K
|
42.7K
$2.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.87KNew |
$282K - $290K
|
5.87K
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
5.83K+ 2.29% |
$280K - $288K
|
261K
$12.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.79KNew |
$278K - $286K
|
5.79K
$283K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
5.76K+ 6.35% |
$277K - $284K
|
96.3K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.73K+ 29.04% |
$275K - $283K
|
25.5K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.63K+ 4.36% |
$271K - $278K
|
135K
$6.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.59K+ 0.67% |
$269K - $276K
|
838K
$41.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.55K+ 13.42% |
$267K - $274K
|
46.9K
$2.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5.54K+ 2.35% |
$266K - $274K
|
241K
$11.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.47K+ 2.46% |
$263K - $270K
|
228K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.41K+ 9.99% |
$260K - $267K
|
59.6K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
5.38K+ 48.15% |
$259K - $266K
|
16.6K
$812K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.37KNew |
$258K - $265K
|
5.37K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.36K+ 14.02% |
$258K - $265K
|
43.6K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.29K+ 4.71% |
$254K - $261K
|
118K
$5.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
5.26KNew |
$253K - $260K
|
5.26K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
5.11K+ 16.22% |
$246K - $253K
|
36.6K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5K+ 40.29% |
$240K - $247K
|
17.4K
$853K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.97K+ 2.51% |
$239K - $246K
|
203K
$9.94M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.78K+ 3.62% |
$230K - $236K
|
137K
$6.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.64K+ 9.25% |
$223K - $229K
|
54.8K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
4.6K+ 23.93% |
$221K - $227K
|
23.8K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.51KNew |
$217K - $223K
|
4.51K
$221K
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.46K+ 1.02% |
$214K - $220K
|
441K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.43K+ 14.99% |
$213K - $219K
|
34K
$1.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.41K+ 24.4% |
$212K - $218K
|
22.5K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.38KNew |
$210K - $216K
|
4.38K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.37KNew |
$210K - $216K
|
4.37K
$214K
|