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Vanguard Short-Term Inflation-Protected Securities Index Fund
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Overview Fund Activity

690 hedge funds and large institutions have $6.89B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 257 increasing their positions, 291 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
-30
Holders Change %
-4.17%
% of All Funds
9.98%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.68%
New
55
Increased
257
Reduced
291
Closed
77
Calls
$685K
Puts
$375K
Net Calls
+$310K
Net Calls Change
-$612K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$916M
2
Goldman Sachs
Goldman Sachs
New York
+$345M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$110M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$79.1M
5
CWM
Congress Wealth Management
Massachusetts
+$41.1M

Top Sellers

1
HWA
Heritage Wealth Advisors
Virginia
-$237M
2
SW
Simplicity Wealth
New Jersey
-$34.4M
3
CA
Cambridge Associates
Massachusetts
-$32.8M
4
Franklin Resources
Franklin Resources
California
-$32.7M
5
MIS
Morningstar Investment Services
Illinois
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
376
Essex Financial Services
Connecticut
$851K +$244K +5,000 +40%
AWA
377
Arete Wealth Advisors
Illinois
$844K -$260K -5,279 -24%
WB
378
WesBanco Bank
West Virginia
$843K -$235K -4,766 -22%
AWM
379
AllSquare Wealth Management
New York
$840K -$1.78K -36 -0.2%
ClearBridge Investments
380
ClearBridge Investments
New York
$838K – – –
LFAS
381
Level Four Advisory Services
Texas
$827K +$25.2K +517 +3%
SI
382
SimpliFi Inc
California
$825K -$146K -2,955 -15%
MSFS
383
Main Street Financial Solutions
Pennsylvania
$822K +$24.7K +500 +3%
WFP
384
Wrenne Financial Planning
Kentucky
$817K +$265K +5,384 +48%
BDF
385
Black Diamond Financial
Maryland
$816K -$20.6K -418 -2%
PS
386
Principal Securities
Iowa
$804K -$744K -15,080 -48%
SWM
387
Sagace Wealth Management
Florida
$789K +$30.6K +625 +4%
OHIS
388
Oak Harvest Investment Services
Texas
$788K +$192K +3,897 +32%
CWM
389
Cedar Wealth Management
California
$780K – – –
William Blair & Company
390
William Blair & Company
Illinois
$773K +$31.5K +638 +4%
AW
391
Avion Wealth
Texas
$763K -$34.2K -694 -4%
CA
392
CoreCap Advisors
Michigan
$744K +$744K +15,095 New
JE
393
JMAC Enterprises
Pennsylvania
$738K -$3.3K -67 -0.4%
FFA
394
Farther Finance Advisors
California
$720K +$472K +9,571 +190%
ODA
395
One Degree Advisors
California
$718K -$3.51M -71,096 -83%
WG
396
Wealth Group
North Carolina
$714K +$109K +2,219 +18%
LSIA
397
LaSalle St. Investment Advisors
Illinois
$711K +$93.8K +1,905 +15%
LWANC
398
Laurel Wealth Advisors (North Carolina)
North Carolina
$708K – – –
SOS
399
Silver Oak Securities
Tennessee
$706K +$656K +13,296 +1,328%
FLPIM
400
F.L. Putnam Investment Management
Massachusetts
$705K -$28.3K -574 -4%
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16
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