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Vanguard Short-Term Inflation-Protected Securities Index Fund
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Overview Fund Activity

690 hedge funds and large institutions have $6.89B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 257 increasing their positions, 291 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
-30
Holders Change %
-4.17%
% of All Funds
9.98%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.68%
New
55
Increased
257
Reduced
291
Closed
77
Calls
$685K
Puts
$375K
Net Calls
+$310K
Net Calls Change
-$612K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$916M
2
Goldman Sachs
Goldman Sachs
New York
+$345M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$110M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$79.1M
5
CWM
Congress Wealth Management
Massachusetts
+$41.1M

Top Sellers

1
HWA
Heritage Wealth Advisors
Virginia
-$237M
2
SW
Simplicity Wealth
New Jersey
-$34.4M
3
CA
Cambridge Associates
Massachusetts
-$32.8M
4
Franklin Resources
Franklin Resources
California
-$32.7M
5
MIS
Morningstar Investment Services
Illinois
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
476
American Investment Services
Massachusetts
$384K -$345K -7,002 -47%
MYIA
477
Mount Yale Investment Advisors
Colorado
$384K +$384K +7,778 New
FOA
478
Five Oceans Advisors
California
$382K -$28.1K -569 -7%
WWM
479
Western Wealth Management
Colorado
$372K +$49.5K +1,004 +15%
PPH
480
Pure Portfolios Holdings
Oregon
$371K +$371K +7,529 New
CISOA
481
Capital Investment Services of America
Wisconsin
$370K – – –
FCM
482
Fortis Capital Management
Washington
$368K -$91.7K -1,860 -20%
TCM
483
Towneley Capital Management
California
$368K -$50.1K -1,017 -12%
LIM
484
Leavell Investment Management
Alabama
$367K +$61.7K +1,252 +20%
KCM
485
Kathmere Capital Management
Pennsylvania
$367K +$6.02K +122 +2%
Bank of Nova Scotia
486
Bank of Nova Scotia
Ontario, Canada
$366K -$1.17M -23,685 -76%
TC
487
Trilogy Capital
California
$365K +$148 +3 +0%
MAS
488
Madden Advisory Services
Florida
$358K +$47.6K +966 +15%
LIA
489
Lynx Investment Advisory
District of Columbia
$355K +$62.7K +1,272 +21%
Jones Financial Companies
490
Jones Financial Companies
Missouri
$352K +$168K +3,398 +91%
SAG
491
SageView Advisory Group
California
$347K +$347K +7,043 New
SFS
492
Summit Financial Strategies
Ohio
$347K -$3.7K -75 -1%
LA
493
LexAurum Advisors
Kansas
$345K +$108K +2,184 +45%
PFGIA
494
Patriot Financial Group Insurance Agency
Massachusetts
$340K +$33.7K +683 +11%
KPWS
495
Kestra Private Wealth Services
Texas
$337K +$7.45K +151 +2%
LG
496
LAM Group
Oregon
$335K -$66K -1,338 -16%
APA
497
Astoria Portfolio Advisors
New York
$334K +$5.19K +106 +2%
TSS
498
Two Sigma Securities
New York
$332K +$126K +2,552 +61%
FAG
499
Financial Architects (Georgia)
Georgia
$332K – – –
MWA
500
Martel Wealth Advisors
Washington
$331K +$2.15K +44 +0.7%
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