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

754 hedge funds and large institutions have $7.56B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 322 increasing their positions, 224 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+64
Holders Change %
+9.28%
% of All Funds
10.04%
Holding in Top 10
64
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+36.17%
% of All Funds
0.85%
New
124
Increased
322
Reduced
224
Closed
52
Calls
$436K
Puts
$5K
Net Calls
+$431K
Net Calls Change
+$121K

Top Buyers

1
EP
Essential Planning
New Hampshire
+$328M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$87.5M
3
WANY
Wealthspire Advisors (New York)
New York
+$35.7M
4
SFS
Strategic Financial Services
New York
+$34.3M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$29.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$121M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.1M
3
KAS
Kestra Advisory Services
Texas
-$20.3M
4
Betterment LLC
Betterment LLC
New York
-$14.1M
5
PP
Prosperity Planning
Missouri
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
476
Archvest Wealth Advisors
California
$545K -$606K -12,511 -53%
WCM
477
WealthTrak Capital Management
Virginia
$531K +$531K +10,964 New
SJL
478
Shayne & Jacobs LLC
Tennessee
$530K – – –
DWM
479
Dopkins Wealth Management
New York
$528K +$528K +10,907 New
ALA
480
Atlas Legacy Advisors
California
$526K +$526K +10,861 New
BI
481
Beckerman Institutional
New Jersey
$519K +$46.2K +954 +10%
SAM
482
SignalPoint Asset Management
Missouri
$516K -$338K -6,973 -40%
AWA
483
Arkadios Wealth Advisors
Georgia
$515K +$236K +4,877 +85%
BFS
484
BridgePort Financial Solutions
Iowa
$513K +$513K +10,401 New
FNBT
485
FineMark National Bank & Trust
Florida
$509K – – –
SSW
486
Stone Summit Wealth
Florida
$509K -$67.5K -1,395 -12%
HFS
487
Horizon Financial Services
North Carolina
$507K +$371K +7,672 +274%
BP
488
Ballentine Partners
Massachusetts
$501K – – –
PWW
489
Pettyjohn Wood & White
Virginia
$500K +$2.37K +49 +0.5%
RFP
490
Root Financial Partners
California
$499K +$23.5K +486 +5%
CIA
491
Compass Investment Advisers
Oregon
$492K +$492K +10,170 New
SCA
492
Snowden Capital Advisors
New York
$489K -$484 -10 -0.1%
WSC
493
Wellington Shields & Co
New York
$484K +$96.8K +2,000 +25%
AWM
494
AE Wealth Management
Kansas
$477K -$2.19M -45,314 -82%
IJWM
495
Inman Jager Wealth Management
Mississippi
$477K +$477K +9,855 New
SIA
496
Strategic Investment Advisors
Michigan
$477K +$53.2K +1,099 +13%
M&T Bank
497
M&T Bank
New York
$471K +$7.41K +153 +2%
SSB
498
Sandy Spring Bank
Maryland
$463K – – –
DA
499
Denali Advisors
California
$461K -$389K -8,031 -46%
Kovitz Investment Group Partners
500
Kovitz Investment Group Partners
Illinois
$457K -$112K -2,316 -20%
18 19
20
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