Purchases and Sales Made in Q4 2024 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 2024. 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 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17.9K+ 2.13% |
$863K - $877K
|
855K
$42M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
17.7K+ 25.8% |
$854K - $868K
|
86.2K
$4.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
17.6KNew |
$849K - $862K
|
17.6K
$863K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
17.4KNew |
$839K - $852K
|
17.4K
$853K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.1K+ 129.09% |
$826K - $839K
|
30.3K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
16.7K+ 3.13% |
$808K - $821K
|
552K
$27.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
15.9K+ 2.51% |
$770K - $782K
|
651K
$32M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.7K+ 107.44% |
$758K - $770K
|
30.3K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
15.6KNew |
$755K - $767K
|
15.6K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
15.1K+ 7.82% |
$728K - $739K
|
208K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
14.4K+ 15.31% |
$697K - $707K
|
109K
$5.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
14.4K+ 28.02% |
$694K - $704K
|
65.6K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
13.9KNew |
$673K - $684K
|
13.9K
$684K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 78.32% |
$664K - $674K
|
31.3K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
13.2K+ 34.37% |
$636K - $646K
|
51.5K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13.1K+ 1.58% |
$635K - $645K
|
843K
$41.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
12.9KNew |
$622K - $632K
|
12.9K
$632K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.8K+ 65.17% |
$620K - $630K
|
32.5K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
12.7KNew |
$615K - $625K
|
12.7K
$625K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.5K+ 4.64% |
$602K - $612K
|
281K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
12.4KNew |
$600K - $610K
|
12.4K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
12.3KNew |
$593K - $602K
|
12.3K
$602K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
12.3KNew |
$593K - $602K
|
12.3K
$602K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
12.2K+ 6.03% |
$591K - $600K
|
215K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.2K+ 0.35% |
$589K - $598K
|
3.52M
$173M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.2K+ 19.6% |
$588K - $597K
|
74.3K
$3.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
11.8K+ 45.77% |
$569K - $578K
|
37.5K
$1.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11.8K+ 38.06% |
$569K - $578K
|
42.7K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.2K+ 157.85% |
$543K - $552K
|
18.4K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.2K+ 6.39% |
$541K - $550K
|
186K
$9.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
11K+ 2.29% |
$534K - $542K
|
493K
$24.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
11KNew |
$530K - $538K
|
11K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$527K - $535K
|
10.9K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.9KNew |
$525K - $533K
|
10.9K
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 7.55% |
$518K - $526K
|
153K
$7.5M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
10.6K+ 10.17% |
$511K - $519K
|
115K
$5.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.4K+ 24.27% |
$501K - $509K
|
53.1K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.1K+ 27.99% |
$486K - $494K
|
46K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.94K+ 13.01% |
$480K - $488K
|
86.3K
$4.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
9.86KNew |
$476K - $484K
|
9.86K
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.53K+ 5.69% |
$461K - $468K
|
177K
$8.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.19KNew |
$444K - $451K
|
9.19K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.17K+ 20.95% |
$443K - $450K
|
53K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
9.11KNew |
$440K - $447K
|
9.11K
$448K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
9.08K+ 47.48% |
$439K - $446K
|
28.2K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.91K+ 17.74% |
$431K - $437K
|
59.1K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
8.76K+ 6.39% |
$423K - $430K
|
146K
$7.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
8.7KNew |
$420K - $427K
|
8.7K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.66K+ 78.83% |
$418K - $425K
|
19.6K
$965K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8.6KNew |
$416K - $422K
|
8.6K
$423K
|