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 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.42K- 20.83% |
$206K - $212K
|
16.8K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.46K- 4.12% |
$208K - $214K
|
104K
$5.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.5K- 4.1% |
$210K - $216K
|
105K
$5.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Gpwm LLC
|
SELL
|
- |
-4.55K- 2.05% |
$213K - $219K
|
217K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.68K- 38.77% |
$218K - $225K
|
7.39K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.79K- 11.02% |
$224K - $231K
|
38.7K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-4.8K- 48.7% |
$224K - $231K
|
5.06K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-4.85K- 26.75% |
$227K - $233K
|
13.3K
$652K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-4.87K- 15.37% |
$227K - $234K
|
26.8K
$1.32M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.92K- 18.03% |
$230K - $237K
|
22.4K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-5.06K- 34.43% |
$236K - $243K
|
9.63K
$473K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-5.13K- 0.93% |
$239K - $247K
|
546K
$26.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-5.16K- 8.52% |
$241K - $248K
|
55.4K
$2.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-5.18K- 11.03% |
$242K - $249K
|
41.7K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-5.18K- 5.63% |
$242K - $249K
|
86.7K
$4.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.25K- 1.33% |
$245K - $253K
|
389K
$19.1M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-5.35K- 13.29% |
$250K - $257K
|
34.9K
$1.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-5.44K- 4.38% |
$254K - $262K
|
119K
$5.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.68K- 3.38% |
$265K - $273K
|
162K
$7.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-5.69K- 7.4% |
$266K - $274K
|
71.2K
$3.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5.74K- 9.72% |
$268K - $276K
|
53.3K
$2.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.85K- 32.31% |
$273K - $281K
|
12.2K
$601K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.9K- 17.4% |
$276K - $284K
|
28K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.13K- 34.22% |
$286K - $295K
|
11.8K
$578K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.16KClosed |
$288K - $297K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-6.35K- 19.01% |
$297K - $306K
|
27.1K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.38K- 38.94% |
$298K - $307K
|
10K
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.76K- 8.81% |
$316K - $325K
|
70K
$3.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.77K- 42.11% |
$316K - $326K
|
9.31K
$457K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-6.81K- 59.98% |
$318K - $328K
|
4.54K
$223K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.81K- 18.48% |
$318K - $328K
|
30K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-7.06K- 28.53% |
$330K - $340K
|
17.7K
$867K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.06K- 6.58% |
$330K - $340K
|
100K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.07K- 27.08% |
$330K - $340K
|
19K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.23K- 21.85% |
$338K - $348K
|
25.9K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.62K- 22.19% |
$356K - $367K
|
26.7K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-7.88K- 56.78% |
$368K - $379K
|
6K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8.17K- 37.29% |
$382K - $393K
|
13.7K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.17K- 37.29% |
$382K - $393K
|
13.7K
$674K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-8.35K- 16.36% |
$390K - $402K
|
42.7K
$2.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.73K- 44.14% |
$408K - $420K
|
11.1K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.83K- 0.45% |
$412K - $425K
|
1.94M
$95.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.1K- 5.55% |
$425K - $438K
|
155K
$7.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9.15K- 13.64% |
$427K - $440K
|
57.9K
$2.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9.17K- 98.31% |
$428K - $441K
|
158
$7.75K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-9.2K- 10.17% |
$430K - $443K
|
81.3K
$3.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-9.29K- 9.62% |
$434K - $447K
|
87.3K
$4.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.58K- 34.76% |
$447K - $461K
|
18K
$882K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-9.67K- 10.3% |
$452K - $465K
|
84.2K
$4.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-9.79K- 1.79% |
$457K - $471K
|
537K
$26.3M
|