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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
$951M
2
Goldman Sachs
Goldman Sachs
New York
$475M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$123M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$105M
5
CWM
Congress Wealth Management
Massachusetts
$41.3M

Top Sellers

1
HWA
Heritage Wealth Advisors
Virginia
$479K
2
SW
Simplicity Wealth
New Jersey
$0
3
CA
Cambridge Associates
Massachusetts
$212M
4
Franklin Resources
Franklin Resources
California
$19.4M
5
MIS
Morningstar Investment Services
Illinois
$682K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIS
676
Legacy Investment Solutions
Idaho
$4.05K +$4.05K +83 New
CSC
677
Caldwell Sutter Capital
California
$2.96K – – –
TAM
678
Tucker Asset Management
Colorado
$2.81K +$296 +6 +12%
HGA
679
Hobbs Group Advisors
South Carolina
$2.76K – – –
BBHC
680
Brown Brothers Harriman & Co
New York
$2.66K +$2.66K +54 New
MPWT
681
MassMutual Private Wealth & Trust
Connecticut
$2.42K -$622K -12,620 -100%
HFS
682
Hantz Financial Services
Michigan
$2K +$2K +33 New
ATS
683
Ashton Thomas Securities
New York
$1.92K +$1.92K +39 New
RWM
684
Ruedi Wealth Management
Illinois
$1.85K -$50 -1 -3%
BWP
685
Baldwin Wealth Partners
Massachusetts
$1.09K -$345 -7 -24%
PS
686
Planned Solutions
California
$740 +$740 +15 New
CMP
687
Coston McIsaac & Partners
Maine
$703 +$23 +467 +3%
W
688
WealthCollab
Washington
$691 +$691 +14 New
NMG
689
New Millennium Group
Utah
$499 -$44.4K -800 -99%
BMC
690
Bear Mountain Capital
Washington
$147 – – –
AWM
691
Abound Wealth Management
Tennessee
$56 -$3.19K -57 -98%
GWSA
692
Global Wealth Strategies & Associates
Colorado
$49 – – –
IAIM
693
International Assets Investment Management
Florida
$40 +$36 +1,740 +821%
SW
694
Simplicity Wealth
New Jersey
– -$34.4M -709,480 Closed
SP
695
Symmetry Partners
Connecticut
– -$13.4M -275,882 Closed
GWA
696
Gibson Wealth Advisors
Texas
– -$13.1M -269,894 Closed
EWM
697
Evermay Wealth Management
Virginia
– -$5.78M -119,014 Closed
VRM
698
Vectors Research Management
New York
– -$3.42M -70,479 Closed
DB
699
Dravo Bay
Delaware
– -$3.01M -62,103 Closed
DSN
700
D. Scott Neal
Kentucky
– -$2.73M -56,296 Closed
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