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 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.88K+ 24.87% |
$87.9K - $89K
|
9.41K
$462K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
1.83K+ 1.7% |
$86K - $87.1K
|
110K
$5.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.8K+ 1.17% |
$84.6K - $85.6K
|
156K
$7.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.71K+ 18.43% |
$80.4K - $81.4K
|
11K
$541K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.69K+ 1.66% |
$79.3K - $80.2K
|
103K
$5.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.65K+ 3.51% |
$77.3K - $78.2K
|
48.6K
$2.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.52K+ 1.44% |
$71.3K - $72.2K
|
107K
$5.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.51K+ 9.13% |
$70.9K - $71.7K
|
18.1K
$888K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.49K+ 3.04% |
$69.7K - $70.6K
|
50.3K
$2.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.4K+ 3.36% |
$65.6K - $66.4K
|
43K
$2.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.38K+ 5.71% |
$64.7K - $65.5K
|
25.6K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.33K+ 3.93% |
$62.4K - $63.1K
|
35.2K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 2.84% |
$62.2K - $62.9K
|
47.9K
$2.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.29K+ 4.9% |
$60.4K - $61.1K
|
27.6K
$1.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.24K+ 16.75% |
$58.2K - $58.9K
|
8.64K
$425K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.23K+ 4.61% |
$57.8K - $58.5K
|
28K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.22KNew |
$57.2K - $57.9K
|
1.22K
$59.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.21K+ 2.27% |
$56.8K - $57.5K
|
54.7K
$2.69M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.19K+ 11.31% |
$55.6K - $56.3K
|
11.7K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.18K+ 8.12% |
$55.4K - $56.1K
|
15.7K
$773K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.18K+ 10.43% |
$55.2K - $55.9K
|
12.5K
$612K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.17K+ 4.82% |
$55.1K - $55.7K
|
25.5K
$1.26M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.16K+ 96.11% |
$54.5K - $55.1K
|
2.37K
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1KNew |
$46.9K - $47.5K
|
1K
$49.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
936+ 1.71% |
$43.9K - $44.4K
|
55.8K
$2.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
906+ 1927.66% |
$42.5K - $43K
|
953
$46.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
905+ 1.81% |
$42.4K - $43K
|
50.9K
$2.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
871+ 7.55% |
$40.8K - $41.3K
|
12.4K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
816+ 6.88% |
$38.3K - $38.7K
|
12.7K
$623K
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
797+ 0.68% |
$37.4K - $37.8K
|
118K
$5.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
680New |
$31.9K - $32.3K
|
680
$33.4K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
652+ 0.12% |
$30.6K - $31K
|
552K
$27.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
651+ 5.41% |
$30.5K - $30.9K
|
12.7K
$624K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
648+ 2.1% |
$30.4K - $30.8K
|
31.5K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
624+ 0.73% |
$29.3K - $29.6K
|
86.2K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
599+ 298.01% |
$28.1K - $28.4K
|
800
$39.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
584+ 0.74% |
$27.4K - $27.7K
|
79.2K
$3.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
574New |
$26.9K - $27.2K
|
574
$28.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
570+ 12.76% |
$26.7K - $27.1K
|
5.04K
$247K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
501+ 11.49% |
$23.5K - $23.8K
|
4.86K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
480+ 1.71% |
$22.5K - $22.8K
|
28.5K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
480+ 6.95% |
$22.5K - $22.8K
|
7.38K
$363K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
472+ 0.56% |
$22.1K - $22.4K
|
84.9K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
467+ 10.26% |
$21.9K - $22.2K
|
5.02K
$247K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
465New |
$21.8K - $22.1K
|
465
$22.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
455+ 1.92% |
$21.3K - $21.6K
|
24.2K
$1.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
454+ 0.09% |
$21.3K - $21.6K
|
490K
$24.1M
|
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
454+ 0.09% |
$21.3K - $21.6K
|
490K
$24.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
453+ 2.14% |
$21.2K - $21.5K
|
21.6K
$1.06M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
451+ 2.38% |
$21.2K - $21.4K
|
19.4K
$953K
|