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Vanguard Short-Term Inflation-Protected Securities Index Fund

728 hedge funds and large institutions have $5.91B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 233 increasing their positions, 326 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,002% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $92K

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

3.68% more ownership

Funds ownership: 50.38%54.06% (+3.7%)

2% more funds holding

Funds holding: 717728 (+11)

1% more capital invested

Capital invested by funds: $5.85B → $5.91B (+$60.3M)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

29% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 326

Holders
728
Holders Change
+11
Holders Change %
+1.53%
% of All Funds
10.52%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.75%
New
74
Increased
233
Reduced
326
Closed
56
Calls
$1.01M
Puts
$92K
Net Calls
+$922K
Net Calls Change
-$289K
Name Holding Trade Value Shares
Change
Change in
Stake
AHSW
26
Adventist Health System West
California
$46.9M
Renaissance Technologies
27
Renaissance Technologies
New York
$40.4M +$11.2M +232,006 +39%
BHWM
28
Beaird Harris Wealth Management
Texas
$39M +$1.01M +21,063 +3%
NYLIM
29
New York Life Investment Management
New York
$38.3M +$30.5M +633,996 +409%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$37.7M -$1.35M -28,163 -3%
SIM
31
Studio Investment Management
Illinois
$37.4M +$4.11M +85,471 +12%
TLFA
32
True Link Financial Advisors
California
$36.5M +$452K +9,392 +1%
Ameriprise
33
Ameriprise
Minnesota
$36M +$7.67M +159,423 +27%
JP Morgan Chase
34
JP Morgan Chase
New York
$34.8M -$1.49M -31,049 -4%
AssetMark Inc
35
AssetMark Inc
California
$34.8M +$959K +19,944 +3%
BFG
36
Bleakley Financial Group
New Jersey
$34.4M +$2.5M +52,009 +8%
SW
37
Simplicity Wealth
New Jersey
$34.4M +$2.51M +52,209 +8%
BCMIO
38
Beacon Capital Management Inc (Ohio)
Ohio
$32.7M -$3.23M -67,072 -9%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$31.4M -$9.17M -190,759 -23%
MAM
40
Marotta Asset Management
Virginia
$30.7M +$685K +14,251 +2%
EA
41
Efficient Advisors
Ohio
$30.2M +$842K +17,503 +3%
CFG
42
Compton Financial Group
Maryland
$28.1M +$1.83M +38,139 +7%
MWP
43
Moller Wealth Partners
$27.7M +$571K +11,880 +2%
MIS
44
Morningstar Investment Services
Illinois
$27.5M -$4.07M -84,578 -13%
DC
45
Dorval Corp
Minnesota
$25.8M +$1.15M +23,839 +5%
FPAS
46
Focus Partners Advisor Solutions
Missouri
$25.5M +$8.71M +181,210 +53%
KAS
47
Kestra Advisory Services
Texas
$25.4M +$24.4M +508,211 +723%
Stifel Financial
48
Stifel Financial
Missouri
$25.3M -$1.95M -40,568 -7%
FP
49
Fiduciary Planning
Florida
$25.2M +$1.07M +22,147 +4%
RRCM
50
Rappaport Reiches Capital Management
Illinois
$24.5M +$1.21M +25,093 +5%