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Vanguard Short-Term Inflation-Protected Securities Index Fund

140 hedge funds and large institutions have $1.11B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

24% more capital invested

Capital invested by funds: $892M → $1.11B (+$213M)

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

12% more funds holding

Funds holding: 125140 (+15)

Holders
140
Holders Change
+15
Holders Change %
+12%
% of All Funds
3.67%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.45%
New
29
Increased
51
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$7.8M +$813K +16,811 +12%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$7.74M -$362K -7,490 -4%
ODCM
28
Old Dominion Capital Management
Virginia
$7.31M +$7.31M +151,255 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$7.29M +$744K +15,379 +11%
M
30
MOTCO
Texas
$7.19M -$3.19M -66,033 -31%
SFPM
31
Sensible Financial Planning & Management
Massachusetts
$7.06M -$14K -289 -0.2%
LPL Financial
32
LPL Financial
California
$6.19M +$2.65M +54,761 +74%
CIM
33
Cetera Investment Management
California
$6.14M +$6.14M +126,932 New
TCM
34
Twin Capital Management
Pennsylvania
$5.54M +$648K +13,400 +13%
WA
35
Wilshire Advisors
California
$5.52M +$5.54M +114,630 New
W
36
Wealthfront
California
$5.25M -$692K -14,312 -12%
VFS
37
VSR Financial Services
Kansas
$4.66M +$447K +9,255 +11%
PFM
38
Phillips Financial Management
Indiana
$3.99M +$580 +12 +0%
BSW
39
Buckingham Strategic Wealth
Missouri
$3.66M -$1.15M -23,804 -24%
NMIS
40
Northwestern Mutual Investment Services
Wisconsin
$3.23M +$202K +4,177 +7%
GIA
41
Granite Investment Advisors
New Hampshire
$2.95M +$440K +9,100 +18%
Wells Fargo
42
Wells Fargo
California
$2.93M -$484K -10,012 -14%
VKH
43
Virtu KCG Holdings
New York
$2.92M +$1.69M +34,867 +137%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.91M -$9.76M -201,959 -77%
TFA
45
Transamerica Financial Advisors
Florida
$2.61M +$276K +5,699 +12%
CA
46
Cetera Advisors
Colorado
$2.6M -$310K -6,420 -11%
HA
47
Hays Advisory
Tennessee
$2.54M +$316K +6,545 +14%
SHA
48
Smith Hayes Advisers
Nebraska
$2.5M +$58.6K +1,212 +2%
MWP
49
Moller Wealth Partners
$2.4M +$25.6K +529 +1%
PMG
50
ProVise Management Group
Florida
$2.29M -$22.6K -468 -1%