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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
239+ 1.07% |
$11.2K - $11.5K
|
22.5K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
239New |
$11.2K - $11.5K
|
239
$11.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
236New |
$11K - $11.4K
|
236
$11.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
225+ 0.62% |
$10.5K - $10.8K
|
36.7K
$1.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
204+ 5.56% |
$9.53K - $9.84K
|
3.87K
$188K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
186New |
$8.69K - $8.97K
|
186
$9.01K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
185+ 0.86% |
$8.64K - $8.92K
|
21.7K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
180+ 0.44% |
$8.41K - $8.68K
|
41.2K
$2M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
175+ 0.62% |
$8.17K - $8.44K
|
28.5K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
167+ 2.0% |
$7.8K - $8.05K
|
8.53K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
154+ 0.83% |
$7.19K - $7.43K
|
18.7K
$906K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
152+ 0.13% |
$7.1K - $7.33K
|
120K
$5.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
151+ 2.15% |
$7.05K - $7.28K
|
7.19K
$348K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
136+ 2.13% |
$6.35K - $6.56K
|
6.53K
$316K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
132New |
$6.17K - $6.37K
|
132
$6.39K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
123+ 2.36% |
$5.75K - $5.93K
|
5.34K
$259K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
104+ 1.36% |
$4.86K - $5.01K
|
7.73K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
101+ 0.91% |
$4.72K - $4.87K
|
11.2K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
93+ 46.27% |
$4.34K - $4.48K
|
294
$14.2K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
87New |
$4.06K - $4.2K
|
87
$4.21K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
87New |
$4.06K - $4.2K
|
87
$4.21K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
85New |
$3.97K - $4.1K
|
85
$4.12K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
83New |
$3.88K - $4K
|
83
$4.02K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
73+ 243.33% |
$3.41K - $3.52K
|
103
$4.99K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
72New |
$3.36K - $3.47K
|
72
$3.49K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
61+ 0.43% |
$2.85K - $2.94K
|
14.3K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
60+ 0.95% |
$2.8K - $2.89K
|
6.37K
$308K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
56+ 31.28% |
$2.62K - $2.7K
|
235
$11.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
55+ 3.57% |
$2.57K - $2.65K
|
1.59K
$77.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
51+ 0.93% |
$2.38K - $2.46K
|
5.56K
$269K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
43+ 3.31% |
$2.01K - $2.07K
|
1.34K
$65.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
26+ 0.48% |
$1.21K - $1.25K
|
5.44K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
25+ 0.56% |
$1.17K - $1.21K
|
4.51K
$218K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 4.47% |
$607 - $627
|
304
$14.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 4.33% |
$467 - $482
|
241
$11.7K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
9+ 8.33% |
$420 - $434
|
117
$5.67K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9+ 0.44% |
$420 - $434
|
2.07K
$100K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.53% |
$140 - $145
|
570
$27.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2New |
$93.4 - $96.4
|
2
$96.9
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$93.4 - $96.4
|
2
$96.9
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$46.7 - $48.2
|
1
$48.4
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
1+ 0.05% |
$46.7 - $48.2
|
1.98K
$95.7K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 66.67% |
$93.4 - $96.4
|
1
$48.4
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4- 0.07% |
$187 - $193
|
5.53K
$268K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-16- 2.22% |
$747 - $772
|
704
$34.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-27- 1.55% |
$1.26K - $1.3K
|
1.72K
$83.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-30- 0.46% |
$1.4K - $1.45K
|
6.51K
$315K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 10.12% |
$1.54K - $1.59K
|
293
$14.2K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-35- 0.1% |
$1.63K - $1.69K
|
33.7K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-44- 1.6% |
$2.06K - $2.12K
|
2.7K
$131K
|