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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 %
DWM
551
Dogwood Wealth Management
Kansas
$245K +$888 +18 +0.4%
TF
552
Tenon Financial
New Jersey
$245K +$2.27K +46 +0.9%
AC
553
AlphaCore Capital
California
$244K +$1.28K +26 +0.5%
EWM
554
Evercore Wealth Management
New York
$238K – – –
NL
555
NVWM LLC
Pennsylvania
$232K +$56.1K +1,138 +32%
TCM
556
TruNorth Capital Management
Michigan
$232K – – –
KFI
557
Key Financial Inc
Pennsylvania
$232K – – –
BFA
558
Bragg Financial Advisors
North Carolina
$232K +$2.96K +60 +1%
EFP
559
Elser Financial Planning
Indiana
$230K – – –
KFP
560
KMG Fiduciary Partners
Ohio
$228K – – –
ATPW
561
Ashton Thomas Private Wealth
Arizona
$224K – – –
SIA
562
Soltis Investment Advisors
Utah
$224K +$4.24K +86 +2%
PAM
563
Palisade Asset Management
Minnesota
$223K +$223K +4,513 New
RFP
564
Roth Financial Partners
Texas
$222K – – –
SFG
565
Sunburst Financial Group
Alabama
$218K -$888 -18 -0.4%
JPLA
566
Joseph P. Lucia & Associates
New York
$217K -$34.5K -700 -14%
JSW
567
Journey Strategic Wealth
New Jersey
$216K +$216K +4,376 New
TCM
568
TD Capital Management
Tennessee
$216K -$25.8K -524 -11%
LSA
569
Lion Street Advisors
Texas
$216K +$216K +4,373 New
AIM
570
Alhambra Investment Management
Florida
$214K +$214K +4,332 New
CIAS
571
CBIZ Investment Advisory Services
Ohio
$213K -$10.2K -206 -5%
GTAM
572
Global Trust Asset Management
Florida
$213K – – –
CA
573
Clearstead Advisors
Ohio
$212K – – –
SP
574
Sequent Planning
Nebraska
$211K +$211K +4,286 New
ES
575
ETF Store
Kansas
$210K -$125K -2,531 -37%
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