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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.41K+ 0.75% |
$65.7K - $67.7K
|
188K
$9.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.37K+ 6.8% |
$64.1K - $66K
|
21.6K
$1.04M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.27K+ 2.5% |
$59.5K - $61.3K
|
52.1K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.23K+ 3.31% |
$57.3K - $59K
|
38.3K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.14K+ 112.36% |
$53.1K - $54.7K
|
2.15K
$104K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.14K+ 3.82% |
$53K - $54.6K
|
30.9K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.11K+ 7.54% |
$51.9K - $53.4K
|
15.8K
$767K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.08KNew |
$50.3K - $51.8K
|
1.08K
$52.1K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
BUY
|
- |
1.07K+ 0.76% |
$50K - $51.5K
|
141K
$6.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.03K+ 1073.96% |
$48.2K - $49.6K
|
1.13K
$54.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
991+ 8.45% |
$46.3K - $47.7K
|
12.7K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
988+ 21.52% |
$46.2K - $47.5K
|
5.58K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
948+ 3.71% |
$44.3K - $45.6K
|
26.5K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
899+ 0.65% |
$42K - $43.3K
|
140K
$6.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
880New |
$41.1K - $42.3K
|
880
$42.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
869+ 15.73% |
$40.6K - $41.8K
|
6.4K
$310K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
717+ 1.74% |
$33.5K - $34.5K
|
42K
$2.04M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
709+ 9.14% |
$33.1K - $34.1K
|
8.47K
$410K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
694+ 13.94% |
$32.4K - $33.4K
|
5.67K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
596+ 0.39% |
$27.8K - $28.7K
|
153K
$7.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
593+ 181.9% |
$27.7K - $28.5K
|
919
$44.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
590+ 126.88% |
$27.6K - $28.4K
|
1.06K
$51.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
587+ 0.42% |
$27.4K - $28.2K
|
139K
$6.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
577+ 11.5% |
$27K - $27.8K
|
5.6K
$271K
|
|
|
Jan 23, 2024
Q4 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
526+ 0.29% |
$24.6K - $25.3K
|
181K
$8.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
515New |
$24.1K - $24.8K
|
515
$25K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
507+ 9.62% |
$23.7K - $24.4K
|
5.78K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
501+ 575.86% |
$23.4K - $24.1K
|
588
$28.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
488New |
$22.8K - $23.5K
|
488
$23.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
445+ 3.88% |
$20.8K - $21.4K
|
11.9K
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
441New |
$20.6K - $21.2K
|
441
$21.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
429+ 175.1% |
$20K - $20.6K
|
674
$32.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
410+ 151.85% |
$19.2K - $19.7K
|
680
$32.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
407+ 2.06% |
$19K - $19.6K
|
20.2K
$977K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
376New |
$17.6K - $18.1K
|
376
$18.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
369New |
$17.2K - $17.8K
|
369
$17.9K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
367New |
$17.1K - $17.7K
|
367
$17.8K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
365+ 6.26% |
$17.1K - $17.6K
|
6.19K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
364+ 8.39% |
$17K - $17.5K
|
4.7K
$228K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
357+ 2.09% |
$16.7K - $17.2K
|
17.5K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
357+ 1.65% |
$16.7K - $17.2K
|
22K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
354+ 278.74% |
$16.5K - $17K
|
481
$23.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
317+ 1.35% |
$14.8K - $15.3K
|
23.8K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
312+ 1.94% |
$14.6K - $15K
|
16.4K
$792K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
286+ 0.55% |
$13.4K - $13.8K
|
52.5K
$2.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
275+ 2.16% |
$12.8K - $13.2K
|
13K
$630K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
257+ 2.87% |
$12K - $12.4K
|
9.2K
$446K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
255New |
$11.9K - $12.3K
|
255
$12.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
254+ 1.59% |
$11.9K - $12.2K
|
16.2K
$785K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
253+ 2.27% |
$11.8K - $12.2K
|
11.4K
$551K
|