Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.69K+ 19.55% |
$172K - $178K
|
22.6K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.57K+ 13.09% |
$167K - $172K
|
30.9K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
3.55K+ 10.76% |
$166K - $171K
|
36.5K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.4KNew |
$159K - $164K
|
3.4K
$165K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3.37KNew |
$158K - $162K
|
3.37K
$163K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.35K+ 0.91% |
$157K - $161K
|
371K
$18M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.27K+ 1.53% |
$153K - $157K
|
218K
$10.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
3.25K+ 3.81% |
$152K - $157K
|
88.7K
$4.3M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
3.24K+ 14.3% |
$152K - $156K
|
25.9K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.18K+ 10.09% |
$148K - $153K
|
34.7K
$1.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.04K+ 5.99% |
$142K - $146K
|
53.9K
$2.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.98K+ 1.32% |
$139K - $143K
|
229K
$11.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
2.92K+ 54.47% |
$137K - $141K
|
8.29K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.92K+ 2.08% |
$136K - $141K
|
144K
$6.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
2.87KNew |
$134K - $138K
|
2.87K
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
2.82K+ 0.93% |
$132K - $136K
|
305K
$14.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.8K+ 5.56% |
$131K - $135K
|
53.1K
$2.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
2.68K+ 7.14% |
$125K - $129K
|
40.1K
$1.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.66K+ 19.4% |
$124K - $128K
|
16.4K
$794K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
2.59KNew |
$121K - $125K
|
2.59K
$125K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.57K+ 1.64% |
$120K - $124K
|
159K
$7.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.49K+ 27.29% |
$116K - $120K
|
11.6K
$563K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.46K+ 0.37% |
$115K - $118K
|
665K
$32.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
2.31K+ 0.62% |
$108K - $111K
|
378K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.3K+ 1.38% |
$107K - $111K
|
169K
$8.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.25K+ 5.49% |
$105K - $108K
|
43.2K
$2.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.23K+ 4.63% |
$104K - $107K
|
50.3K
$2.44M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.2KNew |
$103K - $106K
|
2.2K
$107K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2.2KNew |
$103K - $106K
|
2.2K
$107K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.19K+ 3.38% |
$102K - $105K
|
66.9K
$3.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.18K+ 1.34% |
$102K - $105K
|
164K
$7.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.14K+ 29.03% |
$100K - $103K
|
9.53K
$461K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 33.23% |
$98.3K - $101K
|
8.44K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.08K+ 5.0% |
$97.1K - $100K
|
43.7K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2K+ 33.33% |
$93.4K - $96.2K
|
8K
$388K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.95K+ 39.66% |
$90.9K - $93.6K
|
6.85K
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.94K+ 2.28% |
$90.6K - $93.3K
|
86.8K
$4.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.91K+ 1.04% |
$89K - $91.7K
|
185K
$8.95M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.88K+ 77.64% |
$87.9K - $90.6K
|
4.31K
$209K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.86K+ 29.87% |
$87K - $89.6K
|
8.1K
$392K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.78K+ 21.03% |
$83.1K - $85.6K
|
10.2K
$496K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.71K+ 11.07% |
$79.9K - $82.3K
|
17.2K
$832K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.71K+ 20.45% |
$79.8K - $82.2K
|
10.1K
$487K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.71K+ 4.48% |
$79.7K - $82.1K
|
39.8K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.69K+ 2.38% |
$78.9K - $81.2K
|
72.5K
$3.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
1.67K+ 1.3% |
$77.8K - $80.1K
|
129K
$6.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.54K+ 1.62% |
$72K - $74.2K
|
96.6K
$4.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.53KNew |
$71.7K - $73.8K
|
1.53K
$74.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.5K+ 15.94% |
$70.1K - $72.2K
|
10.9K
$529K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.47KNew |
$68.4K - $70.5K
|
1.47K
$71K
|