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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 %
GRP
601
Global Retirement Partners
California
$126K -$38.7K -785 -23%
EWA
602
EverSource Wealth Advisors
Alabama
$124K +$61.9K +1,254 +100%
IA
603
IFP Advisors
Florida
$120K -$9.86K -200 -8%
AIM
604
Anchor Investment Management
South Carolina
$111K -$26.2K -531 -19%
FG
605
Fairman Group
Pennsylvania
$110K +$986 +20 +0.9%
BCM
606
Blume Capital Management
California
$108K – – –
CAL
607
Capital Analysts LLC
Pennsylvania
$100K -$1.67M -33,747 -94%
LC
608
Lindbrook Capital
California
$98.6K – – –
AAG
609
Armstrong Advisory Group
Massachusetts
$97.9K -$155K -3,136 -61%
RL
610
Rogco LP
Oklahoma
$87.2K -$45.6K -924 -34%
PFBT
611
Parkside Financial Bank & Trust
Missouri
$87K – – –
CIA
612
Cape Investment Advisory
Georgia
$86.8K +$2.86K +58 +3%
ACA
613
Atlas Capital Advisors
Wyoming
$81.9K – – –
AWM
614
Avior Wealth Management
Nebraska
$73.5K -$374K -7,571 -84%
CT
615
Coastline Trust
Rhode Island
$72.5K +$72.5K +1,470 New
SIS
616
Strategic Investment Solutions
Illinois
$68.1K +$394 +8 +0.6%
WTA
617
Washington Trust Advisors
Massachusetts
$67.5K – – –
TC
618
Trust Company
Kansas
$66.2K -$690 -14 -1%
SAM
619
Smartleaf Asset Management
Massachusetts
$63.7K -$27.2K -552 -30%
Fifth Third Bancorp
620
Fifth Third Bancorp
Ohio
$62K +$394 +8 +0.6%
BWL
621
Bogart Wealth LLC
Virginia
$56.6K -$23.2K -470 -29%
VC
622
Vestor Capital
Illinois
$53K -$1.13K -23 -2%
MHR
623
Matthew Hamilton Rosenberg
$49.7K -$21K -426 -30%
VCM
624
Versant Capital Management
Arizona
$49.3K -$71.8K -1,456 -59%
FCA
625
FinTrust Capital Advisors
South Carolina
$47.4K – – –
23 24
25
26 27