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Vanguard Short-Term Inflation-Protected Securities Index Fund
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76 hedge funds and large institutions have $289M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

76% more capital invested

Capital invested by funds: $164M → $289M (+$125M)

38% more funds holding

Funds holding: 55 → 76 (+21)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

Holders
76
Holders Change
+21
Holders Change %
+38.18%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
26
Increased
34
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Alesco Advisors
New York
+$40.4M
2
FAAS
First Allied Advisory Services
California
+$10.2M
3
FAAM
First Allied Asset Management
California
+$10.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.85M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$5.87M

Top Sellers

1
CBU
CIBC Bank USA
Illinois
-$3.12M
2
NIM
Northeast Investment Management
Massachusetts
-$2.18M
3
SMM
Stadion Money Management
Georgia
-$577K
4
FIB
First Interstate Bank
Montana
-$142K
5
WCM
Windham Capital Management
Massachusetts
-$67.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$2.72M +$190K +3,854 +8%
RIA
27
Regal Investment Advisors
Michigan
$2.46M +$2.45M +49,709 +165,697%
JP Morgan Chase
28
JP Morgan Chase
New York
$2.05M +$2.05M +41,500 New
MFP
29
Mosaic Financial Partners
California
$1.96M +$665K +13,478 +51%
CT
30
Coastline Trust
Rhode Island
$1.94M +$883K +17,900 +84%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.91M +$1.91M +38,729 New
GJIC
32
Gamble Jones Investment Counsel
California
$1.88M -$15.8K -320 -0.8%
NMLIC
33
Northwestern Mutual Life Insurance Company
Wisconsin
$1.75M +$1.75M +35,403 New
ACM
34
Argentus Capital Management
Texas
$1.73M -$49.3K -1,000 -3%
VKH
35
Virtu KCG Holdings
New York
$1.61M +$1.61M +32,539 New
DMS
36
Discretionary Management Services
Kansas
$1.58M – – –
MWR
37
McAdams Wright Ragen
Washington
$1.52M +$226K +4,579 +17%
SMM
38
Stadion Money Management
Georgia
$1.42M -$577K -11,693 -29%
Jane Street
39
Jane Street
New York
$1.41M +$1.4M +28,449 New
BCM
40
Bluefin Capital Management
New York
$1.4M +$276K +5,594 +24%
LPL Financial
41
LPL Financial
California
$1.38M +$260K +5,263 +23%
FIB
42
First Interstate Bank
Montana
$1.31M -$142K -2,869 -10%
CTA
43
Chesley Taft & Associates
Illinois
$1.24M +$222K +4,500 +22%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.22M +$520K +10,543 +74%
SHA
45
Smith Hayes Advisers
Nebraska
$1.16M +$465K +9,434 +67%
PMG
46
ProVise Management Group
Florida
$1.02M +$74K +1,500 +8%
Goldman Sachs
47
Goldman Sachs
New York
$941K +$939K +19,030 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$888K +$344K +6,970 +63%
EWM
49
Empirical Wealth Management
Washington
$851K +$849K +17,208 New
Ameriprise
50
Ameriprise
Minnesota
$835K +$122K +2,463 +17%
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