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 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.92K- 39.33% |
$463K - $477K
|
15.3K
$751K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-10K- 24.1% |
$468K - $482K
|
31.5K
$1.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-10.2K- 10.22% |
$476K - $490K
|
89.5K
$4.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10.2K- 14.21% |
$479K - $493K
|
61.8K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.4K- 13.14% |
$487K - $501K
|
68.9K
$3.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-10.6K- 64.09% |
$493K - $508K
|
5.91K
$290K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-10.7K- 19.75% |
$501K - $516K
|
43.6K
$2.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-10.8K- 17.25% |
$504K - $519K
|
51.8K
$2.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 11.58% |
$517K - $533K
|
84.5K
$4.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-11.2K- 3.72% |
$522K - $538K
|
289K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.2K- 12.59% |
$523K - $538K
|
77.7K
$3.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-11.2K- 3.8% |
$523K - $539K
|
284K
$13.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-11.3K- 56.89% |
$528K - $543K
|
8.56K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-11.4K- 33.01% |
$531K - $547K
|
23.1K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 18.99% |
$534K - $550K
|
48.7K
$2.39M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-12K- 52.62% |
$561K - $578K
|
10.8K
$531K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.1K- 48.75% |
$565K - $582K
|
12.7K
$624K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-12.1K- 9.2% |
$566K - $583K
|
120K
$5.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-12.4K- 43.48% |
$580K - $597K
|
16.1K
$792K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.5K- 47.39% |
$586K - $604K
|
13.9K
$683K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-12.7K- 65.09% |
$594K - $612K
|
6.82K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-12.7K- 8.52% |
$594K - $612K
|
137K
$6.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-12.8K- 6.67% |
$597K - $615K
|
179K
$8.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-12.9K- 17.45% |
$602K - $620K
|
61K
$2.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13.3K- 30.31% |
$621K - $640K
|
30.6K
$1.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-13.6K- 13.71% |
$633K - $652K
|
85.3K
$4.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-13.7K- 35.21% |
$639K - $658K
|
25.2K
$1.24M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-13.7K- 2.21% |
$640K - $660K
|
606K
$29.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-13.8K- 4.63% |
$647K - $666K
|
285K
$14M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-14.1K- 22.08% |
$659K - $679K
|
49.8K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-14.4K- 45.37% |
$674K - $694K
|
17.4K
$852K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-15.2K- 6.24% |
$710K - $731K
|
228K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-15.3K- 21.02% |
$713K - $734K
|
57.3K
$2.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-15.7K- 24.61% |
$731K - $753K
|
47.9K
$2.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15.8K- 52.34% |
$736K - $758K
|
14.3K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15.8K- 36.88% |
$738K - $760K
|
27K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 10.14% |
$767K - $790K
|
145K
$7.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-16.6K- 13.69% |
$777K - $801K
|
105K
$5.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-16.8K- 4.59% |
$787K - $810K
|
350K
$17.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.9K- 18.05% |
$792K - $816K
|
77K
$3.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-17.1K- 6.33% |
$798K - $822K
|
253K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.6K- 12.5% |
$821K - $846K
|
123K
$6.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-17.7K- 17.09% |
$825K - $850K
|
85.6K
$4.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-18.6K- 11.83% |
$869K - $895K
|
139K
$6.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-18.7K- 50.27% |
$871K - $898K
|
18.5K
$905K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-19K- 18.89% |
$889K - $916K
|
81.7K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-19.1K- 43.8% |
$892K - $918K
|
24.5K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-19.7K- 32.61% |
$921K - $948K
|
40.7K
$2M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-19.9K- 46.57% |
$928K - $956K
|
22.8K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-20.3K- 13.59% |
$950K - $978K
|
129K
$6.34M
|