Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-31.1K- 14.23% |
$1.45M - $1.5M
|
188K
$9.09M
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-31.4K- 9.99% |
$1.47M - $1.51M
|
283K
$13.7M
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-31.5K- 29.54% |
$1.47M - $1.52M
|
75.1K
$3.64M
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-33K- 70.01% |
$1.54M - $1.59M
|
14.1K
$685K
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-34.3K- 39.42% |
$1.6M - $1.66M
|
52.7K
$2.55M
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-36.9K- 77.2% |
$1.73M - $1.78M
|
10.9K
$528K
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-37.5K- 37.81% |
$1.75M - $1.81M
|
61.6K
$2.98M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-38K- 78.09% |
$1.78M - $1.83M
|
10.7K
$517K
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-39.3K- 16.91% |
$1.84M - $1.9M
|
193K
$9.36M
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-39.3K- 51.07% |
$1.84M - $1.9M
|
37.7K
$1.82M
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-42K- 5.45% |
$1.96M - $2.03M
|
729K
$35.3M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-42.8K- 47.53% |
$2M - $2.06M
|
47.2K
$2.29M
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-42.8K- 31.89% |
$2M - $2.07M
|
91.5K
$4.43M
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-43.6K- 32.77% |
$2.04M - $2.1M
|
89.5K
$4.33M
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-44.2K- 73.88% |
$2.07M - $2.13M
|
15.6K
$757K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-45.3K- 4.65% |
$2.12M - $2.19M
|
930K
$45M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-46.3K- 11.8% |
$2.16M - $2.23M
|
346K
$16.7M
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-48.3K- 35.8% |
$2.26M - $2.33M
|
86.6K
$4.19M
|
|
Feb 14, 2023
Q4 2022
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-49K- 3.58% |
$2.29M - $2.36M
|
1.32M
$64M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-49.5K- 16.96% |
$2.31M - $2.38M
|
242K
$11.7M
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-52.9K- 25.73% |
$2.47M - $2.55M
|
153K
$7.39M
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-54.7K- 30.11% |
$2.55M - $2.64M
|
127K
$6.14M
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-61.2K- 35.71% |
$2.86M - $2.95M
|
110K
$5.34M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-63.3K- 87.45% |
$2.96M - $3.05M
|
9.08K
$440K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-64.6K- 15.21% |
$3.02M - $3.11M
|
360K
$17.4M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-66.5K- 11.09% |
$3.11M - $3.21M
|
533K
$25.8M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-68.5K- 75.19% |
$3.2M - $3.3M
|
22.6K
$1.1M
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-68.7K- 12.5% |
$3.21M - $3.31M
|
481K
$23.3M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-68.9K- 28.92% |
$3.22M - $3.32M
|
169K
$8.2M
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-70.1K- 37.78% |
$3.27M - $3.38M
|
115K
$5.59M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-70.2K- 68.81% |
$3.28M - $3.38M
|
31.8K
$1.54M
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-72.3K- 30.58% |
$3.38M - $3.49M
|
164K
$7.95M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-74.2K- 37.26% |
$3.46M - $3.58M
|
125K
$6.05M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-75.6K- 24.21% |
$3.53M - $3.65M
|
237K
$11.5M
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-75.9K- 38.13% |
$3.54M - $3.66M
|
123K
$5.96M
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-90.2K- 41.46% |
$4.21M - $4.35M
|
127K
$6.16M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-91.6K- 79.11% |
$4.28M - $4.42M
|
24.2K
$1.17M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-92.1K- 28.79% |
$4.3M - $4.44M
|
228K
$11M
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-92.5K- 65.23% |
$4.32M - $4.46M
|
49.3K
$2.39M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-94K- 3.92% |
$4.39M - $4.53M
|
2.3M
$112M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-96.7K- 61.37% |
$4.52M - $4.67M
|
60.9K
$2.95M
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-98.3K- 27.25% |
$4.59M - $4.74M
|
263K
$12.7M
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-103K- 16.13% |
$4.79M - $4.95M
|
533K
$25.8M
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-103K- 89.67% |
$4.82M - $4.97M
|
11.9K
$575K
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-104K- 81.2% |
$4.84M - $5M
|
24K
$1.16M
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-108K- 25.44% |
$5.05M - $5.21M
|
317K
$15.3M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-109K- 83.31% |
$5.1M - $5.26M
|
21.9K
$1.06M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-115K- 10.55% |
$5.39M - $5.56M
|
979K
$47.4M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-117K- 6.63% |
$5.47M - $5.65M
|
1.65M
$79.9M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-117K- 94.72% |
$5.47M - $5.65M
|
6.54K
$317K
|