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Vanguard Short-Term Inflation-Protected Securities Index Fund

150 hedge funds and large institutions have $1.2B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 154150 (-4)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

7% less capital invested

Capital invested by funds: $1.3B → $1.2B (-$94.5M)

Holders
150
Holders Change
-4
Holders Change %
-2.6%
% of All Funds
4%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
12
Increased
71
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
TD Capital Management
Tennessee
$8.85M +$119K +2,411 +1%
HighTower Advisors
27
HighTower Advisors
Illinois
$8.53M +$7.38M +149,331 +663%
ODCM
28
Old Dominion Capital Management
Virginia
$7.85M +$159K +3,217 +2%
SFPM
29
Sensible Financial Planning & Management
Massachusetts
$7.17M -$171K -3,457 -2%
RPGK
30
Retirement Planning Group (Kansas)
Kansas
$7.16M -$130K -2,633 -2%
FAAS
31
First Allied Advisory Services
California
$7.06M -$459K -9,285 -6%
M
32
MOTCO
Texas
$6.9M -$168K -3,403 -2%
W
33
Wealthfront
California
$6.31M +$1.23M +24,793 +24%
LPL Financial
34
LPL Financial
California
$6.21M +$1.38M +27,917 +29%
VCM
35
Vigilant Capital Management
Maine
$6.05M +$6.02M +121,864 New
TFA
36
Transamerica Financial Advisors
Florida
$5.45M +$755K +15,279 +16%
CIM
37
Cetera Investment Management
California
$4.93M -$383K -7,742 -7%
Stifel Financial
38
Stifel Financial
Missouri
$4.84M +$708K +14,319 +17%
RJA
39
Raymond James & Associates
Florida
$4.53M -$4.87M -98,508 -52%
Ameriprise
40
Ameriprise
Minnesota
$4.23M +$459K +9,278 +12%
FHB
41
First Hawaiian Bank
Hawaii
$4.22M +$254K +5,135 +6%
MIS
42
Morningstar Investment Services
Illinois
$4.19M +$4.17M +84,426 New
PFM
43
Phillips Financial Management
Indiana
$4.02M -$4.35K -88 -0.1%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$3.93M -$125M -2,531,599 -97%
DRS
45
Deane Retirement Strategies
Louisiana
$3.63M +$3.61M +73,015 New
KA
46
Klingman & Associates
New York
$3.54M +$1.07M +21,557 +43%
MWP
47
Moller Wealth Partners
$3.11M -$26.7K -540 -0.9%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$3.04M +$714K +14,457 +31%
UCFA
49
United Capital Financial Advisors
Texas
$3.03M -$126M -2,551,407 -98%
GIA
50
Granite Investment Advisors
New Hampshire
$3.02M -$70.4K -1,425 -2%