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

756 hedge funds and large institutions have $6.72B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 233 increasing their positions, 337 reducing their positions, and 84 closing their positions.

Holders
756
Holders Change
+29
Holders Change %
+3.99%
% of All Funds
11.09%
Holding in Top 10
65
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-14.47%
% of All Funds
0.95%
New
121
Increased
233
Reduced
337
Closed
84
Calls
$2.28M
Puts
$1.3M
Net Calls
+$984K
Net Calls Change
-$932K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$634M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$67.1M
3
WANY
3
Wealthspire Advisors (New York)
New York
$73.9M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$43.7M
5
MIS
5
Morningstar Investment Services
Illinois
$61.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$39.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$535M
3
UBS Group
3
UBS Group
Switzerland
$86.9M
4
G
4
GenTrust
Florida
$4.88M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WSC
551
Wellington Shields & Co
New York
$380K 8,000 +2,000 +33%
SMC
552
Smith, Moore & Co
Missouri
$375K 7,906 -2,775 -26%
MW
553
Maia Wealth
Colorado
$372K 7,831 +7,831 New
CISOA
554
Capital Investment Services of America
Wisconsin
$356K 7,500 – –
TDWM
555
Topel & Distasi Wealth Management
California
$355K 7,485 – –
PCS
556
Private Client Services
Kentucky
$354K 7,462 +7,462 New
VWA
557
Visionary Wealth Advisors
Illinois
$351K 7,385 -4,676 -39%
FIM
558
Freedom Investment Management
Connecticut
$351K 7,381 -3,645 -33%
LJAC
559
L.J. Altfest & Co
New York
$348K 7,337 -924 -11%
Bessemer Group
560
Bessemer Group
New Jersey
$346K 7,281 +8 +0.1%
PWM
561
PBMares Wealth Management
Virginia
$340K 7,169 -625 -8%
JPLA
562
Joseph P. Lucia & Associates
New York
$338K 7,125 -623 -8%
PIFP
563
Partners in Financial Planning
Virginia
$336K 7,073 +144 +2%
HSA
564
HBK Sorce Advisory
Pennsylvania
$332K 6,989 -600 -8%
SWA
565
Sax Wealth Advisors
New Jersey
$331K 6,965 -500 -7%
SFS
566
Summit Financial Strategies
Ohio
$330K 6,952 – –
AWA
567
Arbor Wealth Advisors
Michigan
$330K 6,950 +6,950 New
SIA
568
Strategic Investment Advisors
Michigan
$327K 6,885 +42 +0.6%
FWM
569
FMB Wealth Management
California
$325K 6,853 +1,946 +40%
IFWM
570
Institute for Wealth Management
Colorado
$325K 6,834 -476 -7%
BIA
571
Barry Investment Advisors
Massachusetts
$324K 6,818 -12,714 -65%
NYLIM
572
New York Life Investment Management
New York
$321K 6,759 +6,759 New
HDIM
573
Hanson & Doremus Investment Management
Vermont
$319K 6,713 -64 -0.9%
MAM
574
McLean Asset Management
Virginia
$318K 6,720 -11 -0.2%
KFGK
575
Keystone Financial Group (Kentucky)
Kentucky
$318K 6,688 -178 -3%
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