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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 %
AWA
526
Arkadios Wealth Advisors
Georgia
$284K -$113K -2,301 -29%
WIA
527
World Investment Advisors
California
$283K -$655K -13,285 -70%
MW
528
Maia Wealth
Colorado
$281K -$23.4K -480 -8%
HDIM
529
Hanson & Doremus Investment Management
Vermont
$277K -$29.2K -594 -10%
PWM
530
PBMares Wealth Management
Virginia
$276K -$33.3K -675 -11%
AAM
531
Ameraudi Asset Management
New York
$272K – – –
BBNA
532
Bremer Bank National Association
Minnesota
$271K – – –
KFS
533
Kaizen Financial Strategies
California
$269K – – –
FA
534
Freestate Advisors
Kansas
$269K +$269K +5,447 New
FIM
535
Freedom Investment Management
Connecticut
$268K -$1.28K -26 -0.5%
MAM
536
McLean Asset Management
Virginia
$268K -$5.57K -114 -2%
PG
537
Proffitt & Goodson
Tennessee
$266K +$26.2K +531 +11%
UFA
538
US Financial Advisors
Massachusetts
$265K -$21.7K -440 -8%
WSFS
539
Wilmington Savings Fund Society
Delaware
$265K +$265K +5,372 New
SMC
540
Smith, Moore & Co
Missouri
$263K -$59.2K -1,200 -18%
WDG
541
Wealth Dimensions Group
Ohio
$262K – – –
PI
542
PFG Investments
New York
$260K +$45K +912 +21%
IWM
543
Integris Wealth Management
California
$259K +$259K +5,256 New
PFA
544
Petra Financial Advisors
Colorado
$255K +$10.6K +215 +4%
CFP
545
Cascade Financial Partners
California
$255K – – –
LFP
546
Lakeshore Financial Planning
Michigan
$248K +$1.43K +29 +0.6%
WIP
547
WealthCare Investment Partners
Rhode Island
$247K -$1.47K -30 -0.6%
CIM
548
Cambria Investment Management
California
$247K -$12.3K -249 -5%
PWA
549
Physician Wealth Advisors
Utah
$246K – – –
WC
550
Waterloo Capital
Texas
$245K -$76K -1,542 -24%
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