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 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
48.9K+ 17.65% |
$2.28M - $2.35M
|
326K
$15.9M
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
48.7K+ 7.06% |
$2.27M - $2.34M
|
739K
$36.1M
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
47.8K+ 39.27% |
$2.23M - $2.3M
|
169K
$8.28M
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
47KNew |
$2.19M - $2.26M
|
47K
$2.3M
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
46.7KNew |
$2.18M - $2.25M
|
46.7K
$2.29M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
44.4K+ 70.1% |
$2.07M - $2.13M
|
108K
$5.26M
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
43.6K+ 11.1% |
$2.04M - $2.1M
|
437K
$21.4M
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
43.6K+ 7.4% |
$2.04M - $2.1M
|
633K
$30.9M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
41.4K+ 84.54% |
$1.93M - $1.99M
|
90.3K
$4.42M
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
41.3K+ 13.87% |
$1.93M - $1.99M
|
339K
$16.6M
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
38.7KNew |
$1.81M - $1.86M
|
38.7K
$1.89M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38.3K+ 105.15% |
$1.79M - $1.84M
|
74.7K
$3.65M
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
37.9KNew |
$1.77M - $1.82M
|
37.9K
$1.85M
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
37.4K+ 16.02% |
$1.75M - $1.8M
|
271K
$13.3M
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
37.3K+ 2.19% |
$1.74M - $1.79M
|
1.74M
$85.1M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.2K+ 19.3% |
$1.74M - $1.79M
|
230K
$11.2M
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
37KNew |
$1.73M - $1.78M
|
37K
$1.81M
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
35.6K+ 173.78% |
$1.66M - $1.71M
|
56.1K
$2.74M
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
35.6KNew |
$1.66M - $1.71M
|
35.6K
$1.74M
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
35.5KNew |
$1.66M - $1.71M
|
35.5K
$1.73M
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
34.7KNew |
$1.62M - $1.67M
|
34.7K
$1.7M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34.6K+ 42.26% |
$1.62M - $1.67M
|
117K
$5.7M
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
34.4KNew |
$1.61M - $1.65M
|
34.4K
$1.68M
|
|
Feb 02, 2024
Q4 2023
|
Florin Court Capital LLP
|
BUY
|
- |
33.3K+ 63.67% |
$1.56M - $1.6M
|
85.6K
$4.18M
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
32.9KNew |
$1.54M - $1.58M
|
32.9K
$1.61M
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
32.1KNew |
$1.5M - $1.54M
|
32.1K
$1.57M
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
31.5K+ 18.39% |
$1.47M - $1.51M
|
203K
$9.9M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.8K+ 5.82% |
$1.44M - $1.48M
|
561K
$27.4M
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
30.3K+ 5.95% |
$1.42M - $1.46M
|
540K
$26.4M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
29.9KNew |
$1.4M - $1.44M
|
29.9K
$1.46M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28K+ 33.43% |
$1.31M - $1.35M
|
112K
$5.47M
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
27.1KNew |
$1.27M - $1.3M
|
27.1K
$1.33M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.8K+ 21.79% |
$1.25M - $1.29M
|
150K
$7.33M
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
26KNew |
$1.21M - $1.25M
|
26K
$1.27M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
25.9KNew |
$1.21M - $1.24M
|
25.9K
$1.26M
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
25.8KNew |
$1.21M - $1.24M
|
25.8K
$1.26M
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
25.8KNew |
$1.21M - $1.24M
|
25.8K
$1.26M
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
25.5K+ 2.48% |
$1.19M - $1.23M
|
1.05M
$51.5M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.3K+ 2.28% |
$1.18M - $1.22M
|
1.14M
$55.6M
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
24.6KNew |
$1.15M - $1.18M
|
24.6K
$1.2M
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
24.5K+ 5.57% |
$1.15M - $1.18M
|
465K
$22.7M
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
23.9KNew |
$1.12M - $1.15M
|
23.9K
$1.17M
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
23.4KNew |
$1.09M - $1.13M
|
23.4K
$1.14M
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
23.2K+ 52.5% |
$1.09M - $1.12M
|
67.5K
$3.3M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
23.2K+ 10.43% |
$1.08M - $1.12M
|
245K
$12M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.2K+ 210.32% |
$1.08M - $1.11M
|
34.2K
$1.67M
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
22.9K+ 71.44% |
$1.07M - $1.1M
|
55K
$2.69M
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
22.6KNew |
$1.06M - $1.09M
|
22.6K
$1.11M
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
20.8KNew |
$970K - $1M
|
20.8K
$1.02M
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
20.6K+ 17.97% |
$962K - $991K
|
135K
$6.61M
|