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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 %
BI
451
Beckerman Institutional
New Jersey
$481K +$481K +9,761 New
HWA
452
Heritage Wealth Advisors
Virginia
$479K -$237M -4,809,263 -100%
Kovitz Investment Group Partners
453
Kovitz Investment Group Partners
Illinois
$478K +$478K +11,750 New
BNP Paribas Financial Markets
454
BNP Paribas Financial Markets
France
$477K -$401K -8,137 -46%
DWM
455
Dakota Wealth Management
Florida
$476K +$1.33K +27 +0.3%
M&T Bank
456
M&T Bank
New York
$472K +$472K +9,575 New
SSB
457
Sandy Spring Bank
Maryland
$471K -$3.45K -70 -0.7%
SVWG
458
Shared Vision Wealth Group
United States
$469K – – –
APP
459
Avantax Planning Partners
Iowa
$446K +$26.4K +536 +6%
RCM
460
Radnor Capital Management
Pennsylvania
$444K +$444K +9,000 New
SIA
461
Strategic Investment Advisors
Michigan
$431K +$37.9K +769 +10%
CP
462
Creekside Partners
California
$430K -$986 -20 -0.2%
CA
463
Claris Advisors
Missouri
$429K +$98.1K +1,989 +30%
MCCP
464
Mission Creek Capital Partners
California
$428K +$428K +8,681 New
MSG
465
Main Street Group
Virginia
$425K -$90.4K -1,833 -18%
GM
466
GeoWealth Management
Illinois
$420K -$6.12K -124 -1%
FHA
467
First Horizon Advisors
Tennessee
$418K -$48.1K -975 -10%
EFG
468
Embree Financial Group
Illinois
$409K -$45K -912 -10%
CMA
469
Cedar Mountain Advisors
Oregon
$409K +$409K +8,285 New
UB
470
UMB Bank
Missouri
$407K -$38.4K -778 -9%
MMA
471
Miracle Mile Advisors
California
$398K -$58.6K -1,189 -13%
WSC
472
Wellington Shields & Co
New York
$394K – – –
EBA
473
Eagle Bay Advisors
New York
$392K -$46.6K -946 -11%
GVAG
474
Great Valley Advisor Group
Delaware
$391K -$969K -19,649 -71%
CFA
475
Cahill Financial Advisors
Minnesota
$391K -$643K -13,043 -62%
17 18
19
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