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 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9KNew |
$420K - $433K
|
9K
$442K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.89KNew |
$415K - $428K
|
8.89K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.25K+ 25.82% |
$385K - $397K
|
40.2K
$1.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
8.15K+ 2.29% |
$381K - $392K
|
364K
$17.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8.11K+ 30.84% |
$379K - $390K
|
34.4K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
8.03KNew |
$375K - $386K
|
8.03K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.83KNew |
$366K - $377K
|
7.83K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.73K+ 90.66% |
$361K - $372K
|
16.3K
$798K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
7.63K+ 21.67% |
$356K - $367K
|
42.8K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.46KNew |
$349K - $359K
|
7.46K
$367K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
6.95KNew |
$325K - $334K
|
6.95K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.76K+ 77.7% |
$316K - $325K
|
15.5K
$760K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.76KNew |
$316K - $325K
|
6.76K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6.47K+ 28.46% |
$302K - $311K
|
29.2K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.4K+ 27.92% |
$299K - $308K
|
29.3K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.33K+ 3.12% |
$296K - $305K
|
209K
$10.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
6.31K+ 4.57% |
$295K - $304K
|
145K
$7.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.29K+ 3.51% |
$294K - $302K
|
185K
$9.11M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
6.11K+ 49.21% |
$285K - $294K
|
18.5K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.07KNew |
$284K - $292K
|
6.07K
$298K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5.89K+ 7.62% |
$275K - $283K
|
83.1K
$4.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
5.73KNew |
$268K - $276K
|
5.73K
$282K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
5.66K+ 3.93% |
$264K - $272K
|
149K
$7.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.54KNew |
$259K - $266K
|
5.54K
$272K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.38K+ 4.43% |
$252K - $259K
|
127K
$6.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.32K+ 5.77% |
$248K - $256K
|
97.6K
$4.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.3KNew |
$248K - $255K
|
5.3K
$260K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.24KNew |
$245K - $252K
|
5.24K
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.23KNew |
$244K - $252K
|
5.23K
$257K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.16K+ 2.41% |
$241K - $248K
|
219K
$10.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
5.11KNew |
$239K - $246K
|
5.11K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
5.09K+ 4.55% |
$238K - $245K
|
117K
$5.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.97KNew |
$232K - $239K
|
4.97K
$244K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.88KNew |
$228K - $235K
|
4.88K
$240K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.86K+ 13.63% |
$227K - $234K
|
40.5K
$1.99M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.65K+ 6.3% |
$217K - $224K
|
78.4K
$3.85M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.52KNew |
$211K - $217K
|
4.52K
$222K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4.48K+ 8.2% |
$209K - $216K
|
59.2K
$2.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.46K+ 22.22% |
$208K - $214K
|
24.5K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.45KNew |
$208K - $214K
|
4.45K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
4.3KNew |
$201K - $207K
|
4.3K
$211K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.3K+ 15.63% |
$201K - $207K
|
31.8K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.17K+ 8.49% |
$195K - $201K
|
53.2K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.17K+ 34.37% |
$195K - $200K
|
16.3K
$800K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.08K+ 22.6% |
$191K - $196K
|
22.2K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.99K+ 76.95% |
$186K - $192K
|
9.17K
$451K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.95K+ 13.84% |
$185K - $190K
|
32.5K
$1.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.89K+ 15.35% |
$182K - $187K
|
29.2K
$1.43M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.82K+ 8.89% |
$178K - $184K
|
46.8K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
3.75K+ 19.92% |
$175K - $181K
|
22.6K
$1.11M
|