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Vanguard Short-Term Inflation-Protected Securities Index Fund

776 hedge funds and large institutions have $7.21B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 357 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $1.76M

4% less funds holding

Funds holding: 812776 (-36)

9.91% less ownership

Funds ownership: 57.1%47.18% (-9.9%)

14% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 93

16% less funds holding in top 10

Funds holding in top 10: 10992 (-17)

32% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 357

37% less capital invested

Capital invested by funds: $11.4B → $7.21B (-$4.19B)

Holders
776
Holders Change
-36
Holders Change %
-4.43%
% of All Funds
12.37%
Holding in Top 10
92
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.6%
% of All Funds
1.47%
New
80
Increased
243
Reduced
357
Closed
93
Calls
$5.32M
Puts
$1.76M
Net Calls
+$3.56M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
301
Fortis Capital Advisors
Kansas
$2.48M -$490K -10,412 -17%
AWM
302
AE Wealth Management
Kansas
$2.45M -$8.7M -184,882 -78%
ClearBridge Investments
303
ClearBridge Investments
New York
$2.43M +$75.3K +1,600 +3%
SP
304
Successful Portfolios
Florida
$2.41M -$954K -20,264 -29%
GEM
305
Global Endowment Management
North Carolina
$2.39M
Lido Advisors
306
Lido Advisors
California
$2.37M +$2.33M +49,560 New
LFGO
307
Legacy Financial Group (Oklahoma)
Oklahoma
$2.34M -$17.1K -364 -0.7%
IWC
308
Integrated Wealth Concepts
Massachusetts
$2.33M +$305K +6,484 +15%
MFWM
309
Motley Fool Wealth Management
Virginia
$2.31M +$631K +13,408 +38%
SW
310
SVB Wealth
Massachusetts
$2.31M -$223K -4,737 -9%
PA
311
Paragon Advisors
Texas
$2.3M +$2.26M +48,071 New
RLIM
312
Red Lighthouse Investment Management
New York
$2.28M
SI
313
Stephens Inc
Arkansas
$2.27M +$1.73M +36,830 +347%
CPIG
314
Chicago Partners Investment Group
Illinois
$2.23M +$213K +4,524 +11%
LG
315
LAM Group
Oregon
$2.22M +$16.5K +350 +0.8%
LPAM
316
Lodestar Private Asset Management
California
$2.21M -$301K -6,402 -12%
IFS
317
Ifrah Financial Services
Arkansas
$2.2M +$13.2K +281 +0.6%
SOAG
318
Silver Oak Advisory Group
Oregon
$2.2M -$30.7K -651 -1%
BRWA
319
B. Riley Wealth Advisors
Florida
$2.19M -$14.3M -302,931 -87%
CWM
320
Campbell Wealth Management
Virginia
$2.18M -$47.4M -1,006,047 -96%
RVPG
321
Relative Value Partners Group
$2.17M +$675K +14,346 +46%
DB
322
Dravo Bay
Delaware
$2.15M +$16.6K +353 +0.8%
HWMG
323
Hurlow Wealth Management Group
Indiana
$2.13M +$237K +5,023 +13%
UFA
324
US Financial Advisors
Massachusetts
$2.11M +$77.3K +1,642 +4%
MWM
325
Maltin Wealth Management
New Jersey
$2.1M +$57.8K +1,227 +3%