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

754 hedge funds and large institutions have $7.56B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 322 increasing their positions, 224 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+64
Holders Change %
+9.28%
% of All Funds
10.04%
Holding in Top 10
64
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+36.17%
% of All Funds
0.85%
New
124
Increased
322
Reduced
224
Closed
52
Calls
$436K
Puts
$5K
Net Calls
+$431K
Net Calls Change
+$121K

Top Buyers

1
EP
Essential Planning
New Hampshire
+$328M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$87.5M
3
WANY
Wealthspire Advisors (New York)
New York
+$35.7M
4
SFS
Strategic Financial Services
New York
+$34.3M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$29.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$121M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.1M
3
KAS
Kestra Advisory Services
Texas
-$20.3M
4
Betterment LLC
Betterment LLC
New York
-$14.1M
5
PP
Prosperity Planning
Missouri
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
551
Martel Wealth Advisors
Washington
$328K +$194 +4 +0.1%
PB
552
Pinnacle Bancorp
Nebraska
$328K +$16.9K +350 +5%
HIA
553
HTG Investment Advisors
Connecticut
$328K +$328K +6,765 New
FAG
554
Financial Architects (Georgia)
Georgia
$326K – – –
BAMG
555
Brand Asset Management Group
Missouri
$322K +$6.63K +137 +2%
NB
556
NBT Bank
New York
$317K +$295K +6,093 +1,366%
TDWM
557
Topel & Distasi Wealth Management
California
$316K -$2.57K -53 -0.8%
TC
558
Trilogy Capital
California
$315K -$43K -888 -12%
GWM
559
Grand Wealth Management
Michigan
$306K +$4.79K +99 +2%
RT
560
Rockland Trust
Massachusetts
$300K – – –
FWM
561
FMB Wealth Management
California
$299K – – –
WIA
562
World Investment Advisors
California
$299K +$21.5K +444 +8%
BIA
563
Barry Investment Advisors
Massachusetts
$297K +$872 +18 +0.3%
CWMGO
564
Capstone Wealth Management Group (Oregon)
Oregon
$295K +$295K +6,097 New
RWI
565
Red Wave Investments
Pennsylvania
$290K – – –
BJL
566
Brighton Jones LLC
Washington
$290K +$5.81K +120 +2%
AWM
567
Angeles Wealth Management
California
$289K -$9.39K -194 -3%
WFA
568
WMG Financial Advisors
Tennessee
$289K +$6.88K +142 +2%
FFA
569
Fi3 Financial Advisors
Indiana
$288K – – –
AIC
570
Archer Investment Corporation
Indiana
$287K – – –
PG
571
Proffitt & Goodson
Tennessee
$286K +$24.2K +500 +9%
SAG
572
SageView Advisory Group
California
$284K -$56.9K -1,176 -17%
EWA
573
EP Wealth Advisors
California
$277K -$410K -8,463 -60%
KBFS
574
Kohmann Bosshard Financial Services
Ohio
$276K -$265K -5,476 -49%
MW
575
Maia Wealth
Colorado
$276K -$4.63K -95 -2%
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