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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 %
RJT
501
Raymond James Trust
Florida
$327K -$98.6K -2,000 -23%
MWM
502
Meridian Wealth Management
Kentucky
$325K +$325K +6,591 New
TDWM
503
Topel & Distasi Wealth Management
California
$325K -$50.1K -1,017 -13%
BAMG
504
Brand Asset Management Group
Missouri
$321K +$11.1K +225 +4%
BFP
505
Brewster Financial Planning
New York
$318K +$20.3K +411 +7%
PB
506
Pinnacle Bancorp
Nebraska
$317K – – –
AAM
507
Advisors Asset Management
Colorado
$316K -$102K -2,063 -24%
IWC
508
Integrated Wealth Concepts
Massachusetts
$316K +$690 +14 +0.2%
MA
509
MONECO Advisors
Connecticut
$312K -$11.7K -238 -4%
BPA
510
Beacon Pointe Advisors
California
$311K -$28.5K -577 -8%
RWP
511
RWA Wealth Partners
Massachusetts
$307K – – –
GWM
512
Grand Wealth Management
Michigan
$307K -$1.09K -22 -0.4%
RT
513
Rockland Trust
Massachusetts
$306K – – –
FWM
514
FMB Wealth Management
California
$305K – – –
SW
515
StrongBox Wealth
Missouri
$304K -$276K -5,599 -48%
AWM
516
Angeles Wealth Management
California
$304K – – –
BIA
517
Barry Investment Advisors
Massachusetts
$301K +$641 +13 +0.2%
RWI
518
Red Wave Investments
Pennsylvania
$296K – – –
FFA
519
Fi3 Financial Advisors
Indiana
$293K -$117K -2,366 -28%
AIC
520
Archer Investment Corporation
Indiana
$293K – – –
PCIA
521
Prime Capital Investment Advisors
Kansas
$292K -$80.4K -1,630 -22%
ACA
522
Aptus Capital Advisors
Alabama
$290K +$290K +5,873 New
BJL
523
Brighton Jones LLC
Washington
$289K -$40.2K -815 -12%
WFA
524
WMG Financial Advisors
Tennessee
$287K +$7.79K +158 +3%
GFS
525
GYL Financial Synergies
Connecticut
$285K +$285K +5,785 New
19 20
21
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