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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 %
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$430K +$430K +9,085 New
UB
502
UMB Bank
Missouri
$427K -$221K -4,682 -34%
HPCM
503
Hunter Perkins Capital Management
Illinois
$426K -$357K -7,550 -46%
FOA
504
Five Oceans Advisors
California
$426K -$10.4K -221 -2%
LEFP
505
Leading Edge Financial Planning
Tennessee
$423K -$35.9K -760 -8%
KA
506
Kovack Advisors
Florida
$423K -$1.77M -37,503 -81%
MA
507
MONECO Advisors
Connecticut
$421K +$11.6K +245 +3%
JWA
508
JFS Wealth Advisors
Pennsylvania
$418K -$24.6K -521 -6%
AAP
509
Arax Advisory Partners
Colorado
$412K -$142K -3,003 -26%
BAG
510
Briggs Advisory Group
Rhode Island
$409K +$58.6K +1,240 +17%
LSIA
511
LaSalle St. Investment Advisors
Illinois
$400K +$3.07K +65 +0.8%
KPWS
512
Kestra Private Wealth Services
Texas
$400K +$100K +2,121 +33%
CPRC
513
Consolidated Portfolio Review Corp
New York
$396K -$951K -20,120 -71%
EAM
514
Evanson Asset Management
California
$395K -$45K -952 -10%
TF
515
Tompkins Financial
New York
$391K -$499K -10,563 -56%
LJAC
516
L.J. Altfest & Co
New York
$391K -$34.2K -722 -8%
EIA
517
Eldridge Investment Advisors
New Hampshire
$383K -$41.1K -876 -10%
VWA
518
VERITY Wealth Advisors
United States
$376K
WP
519
WealthSpring Partners
California
$373K +$2.08K +44 +0.6%
F4L
520
Fortune 45 LLC
Louisiana
$373K +$2.41K +51 +0.7%
PWM
521
PBMares Wealth Management
Virginia
$369K
MWA
522
Martel Wealth Advisors
Washington
$367K -$39.2K -829 -10%
AAM
523
Advisors Asset Management
Colorado
$367K +$122K +2,570 +50%
JPLA
524
Joseph P. Lucia & Associates
New York
$366K -$41.1K -869 -10%
IA
525
IFP Advisors
Florida
$365K -$92K -1,946 -20%