Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-12.8K- 6.87% |
$600K - $608K
|
174K
$8.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-12.9K- 5.0% |
$605K - $613K
|
245K
$12M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-12.9K- 4.94% |
$607K - $614K
|
249K
$12.2M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.2K- 69.17% |
$618K - $626K
|
5.87K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.2K- 69.17% |
$618K - $626K
|
5.87K
$289K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-13.2K- 4.24% |
$620K - $628K
|
299K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13.6K- 25.95% |
$639K - $647K
|
38.9K
$1.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 69.04% |
$660K - $668K
|
6.31K
$310K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-15.2K- 16.82% |
$712K - $720K
|
75.1K
$3.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-15.3K- 3.45% |
$720K - $729K
|
429K
$21.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-15.6K- 5.03% |
$732K - $741K
|
295K
$14.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-15.9K- 17.14% |
$747K - $756K
|
77K
$3.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-16K- 2.44% |
$751K - $760K
|
640K
$31.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16.5K- 47.04% |
$774K - $783K
|
18.6K
$913K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.9K- 8.06% |
$842K - $852K
|
205K
$10.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-19.6K- 31.93% |
$917K - $928K
|
41.7K
$2.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-19.8K- 5.11% |
$927K - $938K
|
367K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-20.1K- 70.61% |
$944K - $955K
|
8.38K
$412K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-20.1K- 16.66% |
$944K - $955K
|
101K
$4.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-21.1K- 24.58% |
$990K - $1M
|
64.7K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-22.8K- 23.57% |
$1.07M - $1.08M
|
73.9K
$3.63M
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-22.8K- 28.86% |
$1.07M - $1.08M
|
56.2K
$2.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-24.3K- 59.73% |
$1.14M - $1.15M
|
16.4K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.5K- 11.7% |
$1.2M - $1.21M
|
193K
$9.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-26.3K- 54.54% |
$1.23M - $1.25M
|
21.9K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-26.3K- 54.54% |
$1.23M - $1.25M
|
21.9K
$1.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-26.6K- 81.44% |
$1.25M - $1.26M
|
6.07K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.4K- 25.66% |
$1.28M - $1.3M
|
79.3K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-28K- 11.02% |
$1.31M - $1.33M
|
226K
$11.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-28.1K- 71.22% |
$1.32M - $1.33M
|
11.4K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-28.4K- 1.64% |
$1.33M - $1.35M
|
1.7M
$83.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-28.5K- 32.39% |
$1.34M - $1.35M
|
59.5K
$2.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31.1K- 72.6% |
$1.46M - $1.48M
|
11.7K
$576K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-32.7K- 56.45% |
$1.53M - $1.55M
|
25.2K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-33.1K- 14.73% |
$1.55M - $1.57M
|
192K
$9.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.1K- 26.56% |
$1.55M - $1.57M
|
91.5K
$4.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-33.2K- 21.61% |
$1.56M - $1.58M
|
121K
$5.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-33.7K- 8.57% |
$1.58M - $1.6M
|
360K
$17.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-34.3K- 65.45% |
$1.61M - $1.63M
|
18.1K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-34.4K- 24.17% |
$1.61M - $1.63M
|
108K
$5.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-34.7K- 18.09% |
$1.63M - $1.65M
|
157K
$7.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-37.1K- 57.4% |
$1.74M - $1.76M
|
27.5K
$1.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-37.5K- 80.75% |
$1.76M - $1.78M
|
8.94K
$439K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-38.5K- 22.6% |
$1.8M - $1.83M
|
132K
$6.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.4K- 47.55% |
$1.85M - $1.87M
|
43.5K
$2.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-40.1K- 29.97% |
$1.88M - $1.91M
|
93.8K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-40.4K- 54.71% |
$1.89M - $1.92M
|
33.4K
$1.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-43.5K- 32.03% |
$2.04M - $2.06M
|
92.2K
$4.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44.6K- 20.98% |
$2.09M - $2.12M
|
168K
$8.26M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-45.7K- 12.77% |
$2.14M - $2.17M
|
312K
$15.3M
|