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Vanguard Short-Term Inflation-Protected Securities Index Fund

328 hedge funds and large institutions have $3.9B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 127 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

1.47% more ownership

Funds ownership: 60.85%62.32% (+1.5%)

5% more capital invested

Capital invested by funds: $3.72B → $3.9B (+$179M)

4% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 122

0% more funds holding

Funds holding: 328328 (0)

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

Holders
328
Holders Change
Holders Change %
0%
% of All Funds
7.12%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
37
Increased
127
Reduced
122
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$27.6M +$3.32M +67,882 +14%
MWM
27
Modera Wealth Management
New Jersey
$25.3M -$338K -6,893 -1%
SFSG
28
Stearns Financial Services Group
North Carolina
$24.6M +$1.37M +27,962 +6%
JCM
29
Janney Capital Management
Pennsylvania
$24.4M -$840K -17,160 -3%
US Bancorp
30
US Bancorp
Minnesota
$24.2M -$9.37M -191,359 -28%
LFS
31
Lutz Financial Services
Nebraska
$24.2M -$1.74M -35,432 -7%
UBS Group
32
UBS Group
Switzerland
$23.8M -$203K -4,146 -0.9%
WCM
33
Windham Capital Management
Massachusetts
$23.3M +$8.71M +177,846 +60%
BIA
34
Barry Investment Advisors
Massachusetts
$22.5M -$520K -10,629 -2%
WB
35
Webster Bank
Connecticut
$22.3M +$3.39M +69,257 +18%
JC
36
Jentner Corp
Ohio
$19.7M -$57.7K -1,179 -0.3%
MIM
37
Morningstar Investment Management
Illinois
$19.3M +$4.79M +97,895 +33%
MIS
38
Morningstar Investment Services
Illinois
$18.7M -$890K -18,168 -5%
SHWM
39
Smith & Howard Wealth Management
Georgia
$17.6M +$17.5M +356,931 New
EGWAG
40
Elwood & Goetz Wealth Advisory Group
Georgia
$17.5M +$1.53M +31,263 +10%
Ameriprise
41
Ameriprise
Minnesota
$17.5M +$11M +225,031 +175%
RBC
42
Roble Belko & Company
Pennsylvania
$16.9M +$4.79M +97,778 +40%
GC
43
Garde Capital
Washington
$16.7M +$1.06M +21,598 +7%
FAAS
44
First Allied Advisory Services
California
$16.2M +$10.5M +214,726 +187%
CM
45
Columbus Macro
Pennsylvania
$15.2M +$9.78M +199,686 +184%
CC
46
Cypress Capital
Tennessee
$15.1M -$232K -4,733 -2%
AssetMark Inc
47
AssetMark Inc
California
$14.4M +$2.52M +51,549 +22%
CAL
48
Capital Analysts LLC
Pennsylvania
$13.7M -$6.28M -128,301 -32%
MWP
49
Moller Wealth Partners
$13.6M +$3.11M +63,440 +30%
PG
50
Proffitt & Goodson
Tennessee
$12.3M -$110K -2,255 -0.9%