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Vanguard Short-Term Inflation-Protected Securities Index Fund

776 hedge funds and large institutions have $7.21B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 357 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $1.76M

4% less funds holding

Funds holding: 812776 (-36)

9.91% less ownership

Funds ownership: 57.1%47.18% (-9.9%)

14% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 93

16% less funds holding in top 10

Funds holding in top 10: 10992 (-17)

32% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 357

37% less capital invested

Capital invested by funds: $11.4B → $7.21B (-$4.19B)

Holders
776
Holders Change
-36
Holders Change %
-4.43%
% of All Funds
12.37%
Holding in Top 10
92
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.6%
% of All Funds
1.47%
New
80
Increased
243
Reduced
357
Closed
93
Calls
$5.32M
Puts
$1.76M
Net Calls
+$3.56M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Abbrea Capital
California
$25.1M -$3.11M -66,070 -11%
MML Investors Services
52
MML Investors Services
Massachusetts
$25.1M -$9.46M -201,022 -28%
MWP
53
Moller Wealth Partners
$24.6M +$429K +9,120 +2%
AW
54
Avion Wealth
Texas
$23.7M -$1.68M -35,786 -7%
SAI
55
Systematic Alpha Investments
New Jersey
$23.7M
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$23.4M -$5.94M -126,106 -20%
DRS
57
Deane Retirement Strategies
Louisiana
$23.3M +$342K +7,262 +2%
CFG
58
Compton Financial Group
Maryland
$23.1M +$322K +6,832 +1%
AF
59
Advisornet Financial
Minnesota
$22.6M +$2.67M +56,795 +14%
EWA
60
EP Wealth Advisors
California
$22.5M +$5.2M +110,405 New
BCM
61
BlueCrest Capital Management
Jersey
$21M +$20.7M +438,794 New
Citigroup
62
Citigroup
New York
$20.8M +$5.82M +123,669 +40%
Wealthfront Advisers
63
Wealthfront Advisers
California
$20.7M -$16.8M -357,635 -45%
VCM
64
Virtue Capital Management
Tennessee
$20.2M -$5.22M -110,785 -21%
MIS
65
Morningstar Investment Services
Illinois
$20.1M +$527K +11,198 +3%
HHRDM
66
H&H Retirement Design & Management
Nevada
$19.7M +$19.4M +412,648 New
RRCM
67
Rappaport Reiches Capital Management
Illinois
$19.5M +$2.59M +54,970 +16%
CAN
68
Cetera Advisor Networks
California
$19.4M +$1.21M +25,652 +7%
RCS
69
Retirement Capital Strategies
California
$19.3M +$19M +404,120 New
NSIM
70
North Star Investment Management
Illinois
$19.1M -$4.68M -99,413 -20%
AWS
71
AJ Wealth Strategies
New York
$19M +$1.61M +34,284 +9%
TFCP
72
Twin Focus Capital Partners
Massachusetts
$18.9M +$665K +14,116 +4%
FMII
73
Farmers & Merchants Investments Inc
Nebraska
$18.7M +$840K +17,838 +5%
TCOV
74
Trust Company of Vermont
Vermont
$18.5M -$6.74M -143,050 -27%
LRIA
75
Leonard Rickey Investment Advisors
Washington
$18.5M +$5.03M +106,897 +38%