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Vanguard Short-Term Inflation-Protected Securities Index Fund

727 hedge funds and large institutions have $7.23B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 268 increasing their positions, 317 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-34
Holders Change %
-4.47%
% of All Funds
11.59%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.21%
New
51
Increased
268
Reduced
317
Closed
75
Calls
$1.97M
Puts
$52K
Net Calls
+$1.92M
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
26
Franklin Resources
California
$62M +$771K +16,300 +1%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$54.5M +$6.11M +129,270 +13%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$54.3M -$5.3M -112,126 -9%
Corient Private Wealth
29
Corient Private Wealth
Florida
$52.5M +$2.78M +58,711 +6%
SAM
30
Satovsky Asset Management
New York
$48.6M +$1.21M +25,600 +3%
Ameriprise
31
Ameriprise
Minnesota
$47.9M -$9.57M -202,452 -17%
AHSW
32
Adventist Health System West
California
$45.7M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$43.8M -$2.84M -60,153 -6%
Cerity Partners
34
Cerity Partners
New York
$40.4M +$25M +529,759 +163%
Stifel Financial
35
Stifel Financial
Missouri
$38.5M -$23.9M -505,402 -38%
SS
36
Simplicity Solutions
Minnesota
$33.7M +$1.27M +26,840 +4%
BFG
37
Bleakley Financial Group
New Jersey
$33.7M +$1.27M +26,840 +4%
EA
38
Efficient Advisors
Ohio
$33.5M +$543K +11,481 +2%
BHWM
39
Beaird Harris Wealth Management
Texas
$32.6M +$576K +12,187 +2%
SAS
40
SMI Advisory Services
Indiana
$31.3M +$31.3M +663,117 New
AssetMark Inc
41
AssetMark Inc
California
$31.3M +$3.07M +64,925 +11%
MIS
42
Morningstar Investment Services
Illinois
$31.1M -$192K -4,066 -0.6%
SIM
43
Studio Investment Management
Illinois
$30.3M -$757K -16,018 -2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$29.9M -$22M -465,176 -42%
WANY
45
Wealthspire Advisors (New York)
New York
$29.7M +$13.9M +294,235 +88%
MAM
46
Marotta Asset Management
Virginia
$29.3M +$1.17M +24,709 +4%
PLFA
47
Pacific Life Fund Advisors
California
$29.1M -$3.86M -81,656 -12%
TLFA
48
True Link Financial Advisors
California
$27.8M +$1.73M +36,525 +7%
FHB
49
First Hawaiian Bank
Hawaii
$26.1M +$30.8K +652 +0.1%
CFG
50
Compton Financial Group
Maryland
$25.8M +$2.47M +52,253 +11%