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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 %
TF
601
Tenon Financial
New Jersey
$245K +$4.17K +86 +2%
BOJHT
602
Bank of Jackson Hole Trust
Wyoming
$243K +$243K +5,025 New
DWM
603
Dogwood Wealth Management
Kansas
$243K +$2.47K +51 +1%
AIM
604
Alhambra Investment Management
Florida
$242K +$32K +660 +15%
CFG
605
Cornerstone Financial Group
Nebraska
$239K +$239K +4,926 New
NL
606
NVWM LLC
Pennsylvania
$238K +$9.93K +205 +4%
IWC
607
Integrated Wealth Concepts
Massachusetts
$235K -$74.3K -1,535 -24%
EWM
608
Evercore Wealth Management
New York
$234K – – –
WDC
609
Woodward Diversified Capital
California
$233K +$233K +4,808 New
CIAS
610
Capital Investment Advisory Services
North Carolina
$232K +$31.9K +658 +16%
BFA
611
Bragg Financial Advisors
North Carolina
$231K +$3.63K +75 +2%
LFP
612
Lakeshore Financial Planning
Michigan
$231K -$13.3K -275 -5%
TCM
613
TruNorth Capital Management
Michigan
$228K – – –
EFP
614
Elser Financial Planning
Indiana
$226K – – –
KFP
615
KMG Fiduciary Partners
Ohio
$224K – – –
KWM
616
Kingsview Wealth Management
Oregon
$222K +$17.6K +363 +9%
IA
617
IFG Advisory
Georgia
$221K +$221K +4,557 New
PAM
618
Palisade Asset Management
Minnesota
$219K – – –
RCM
619
Radnor Capital Management
Pennsylvania
$218K -$218K -4,500 -50%
PRP
620
Peak Retirement Planning
Ohio
$216K +$216K +4,471 New
SIA
621
Soltis Investment Advisors
Utah
$215K -$4.21K -87 -2%
SRWM
622
Shira Ridge Wealth Management
California
$215K -$899K -18,557 -81%
CCA
623
Cypress Capital Advisors
Tennessee
$215K +$215K +4,434 New
SFG
624
Sunburst Financial Group
Alabama
$214K +$48 +1 +0%
JPLA
625
Joseph P. Lucia & Associates
New York
$213K -$484 -10 -0.2%
23 24
25
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