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Vanguard Short-Term Inflation-Protected Securities Index Fund

776 hedge funds and large institutions have $7.21B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 357 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $1.76M

4% less funds holding

Funds holding: 812776 (-36)

9.91% less ownership

Funds ownership: 57.1%47.18% (-9.9%)

14% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 93

16% less funds holding in top 10

Funds holding in top 10: 10992 (-17)

32% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 357

37% less capital invested

Capital invested by funds: $11.4B → $7.21B (-$4.19B)

Holders
776
Holders Change
-36
Holders Change %
-4.43%
% of All Funds
12.37%
Holding in Top 10
92
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.6%
% of All Funds
1.47%
New
80
Increased
243
Reduced
357
Closed
93
Calls
$5.32M
Puts
$1.76M
Net Calls
+$3.56M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$54.7M -$16.3M -345,808 -23%
Stifel Financial
27
Stifel Financial
Missouri
$50.8M -$3.37M -71,499 -6%
CA
28
Cambridge Associates
Massachusetts
$49.4M -$3.1M -65,870 -6%
SAM
29
Satovsky Asset Management
New York
$47M +$2.78M +58,940 +6%
LGWM
30
Litman Gregory Wealth Management
California
$47M +$45.9M +975,253 New
AHSW
31
Adventist Health System West
California
$46.2M
BHWM
32
Beaird Harris Wealth Management
Texas
$45.8M +$1.32M +28,009 +3%
Corient Private Wealth
33
Corient Private Wealth
Florida
$43.7M +$9.51M +201,885 +28%
G
34
GenTrust
Florida
$42.4M +$1.97M +41,862 +5%
APCM
35
Alaska Permanent Capital Management
Alaska
$36.1M +$14.6M +309,865 +69%
FPAS
36
Focus Partners Advisor Solutions
Missouri
$35.3M +$6.09M +129,330 +21%
PAIA
37
Park Avenue Institutional Advisers
New York
$33.5M -$29.2M -620,000 -47%
EA
38
Efficient Advisors
Ohio
$33.2M +$32.7M +694,721 New
SS
39
Simplicity Solutions
Minnesota
$32M +$27.9M +592,519 +783%
BFG
40
Bleakley Financial Group
New Jersey
$31.5M -$619K -13,152 -2%
SIM
41
Studio Investment Management
Illinois
$30.1M +$17.1M +364,109 +137%
RJA
42
Raymond James & Associates
Florida
$29.5M -$1.83M -38,882 -6%
Creative Planning
43
Creative Planning
Kansas
$28.1M -$2.22M -47,253 -7%
VRM
44
Vectors Research Management
New York
$27.8M +$422K +8,964 +2%
AssetMark Inc
45
AssetMark Inc
California
$27.7M -$582K -12,362 -2%
FHB
46
First Hawaiian Bank
Hawaii
$26.7M -$686K -14,565 -3%
HC
47
HNP Capital
New York
$26.2M +$177K +3,755 +0.7%
MIM
48
Morningstar Investment Management
Illinois
$25.5M
LRWA
49
Long Run Wealth Advisors
New York
$25.2M +$727K +15,440 +3%
TLFA
50
True Link Financial Advisors
California
$25.2M -$8.71M -185,055 -26%