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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 %
EWA
401
EP Wealth Advisors
California
$699K +$370K +7,502 +112%
MPW
402
MGO Private Wealth
California
$688K -$65.5K -1,328 -9%
MG
403
Mather Group
Illinois
$683K -$1.59M -32,294 -70%
ECA
404
Elevated Capital Advisors
Utah
$682K +$682K +13,838 New
MIS
405
Morningstar Investment Services
Illinois
$682K -$27.3M -552,204 -98%
NL
406
NWAM LLC
Washington
$679K +$679K +13,764 New
MSCM
407
McElhenny Sheffield Capital Management
Texas
$663K – – –
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$662K -$616K -12,484 -48%
SWP
409
Stratos Wealth Partners
Ohio
$653K -$553K -11,211 -46%
SEP
410
Southland Equity Partners
Missouri
$643K +$35.8K +725 +6%
PHIMC
411
Private Harbour Investment Management & Counsel
Ohio
$637K -$12.3K -250 -2%
CM
412
Columbus Macro
Pennsylvania
$630K -$6.88K -140 -1%
TFP
413
Tilia Fiduciary Partners
North Carolina
$630K -$146K -2,963 -19%
HI
414
Harbour Investments
Wisconsin
$623K -$60.8K -1,232 -9%
SA
415
Stewardship Advisors
Pennsylvania
$621K +$621K +12,602 New
ETC
416
Exchange Traded Concepts
Oklahoma
$621K +$621K +12,596 New
PIMG
417
Patriot Investment Management Group
Tennessee
$618K -$15K -305 -2%
AGA
418
Arkos Global Advisors
Texas
$617K -$14.4K -292 -2%
BW
419
BIP Wealth
Georgia
$597K +$187K +3,797 +46%
SSW
420
Stone Summit Wealth
Florida
$587K -$21.9K -445 -4%
SW
421
SkyOak Wealth
Michigan
$582K – – –
BCI
422
Brinker Capital Investments
Pennsylvania
$581K -$13.6K -276 -2%
OPS
423
Orion Portfolio Solutions
Nebraska
$581K -$13.6K -276 -2%
WCWM
424
Willow Creek Wealth Management
California
$578K -$115K -2,323 -17%
MWA
425
Moser Wealth Advisors
Washington
$574K -$19.7K -400 -3%
15 16
17
18 19