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Vanguard Short-Term Inflation-Protected Securities Index Fund

698 hedge funds and large institutions have $6.91B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 261 increasing their positions, 295 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $685K | Put options by funds: $375K

17% more capital invested

Capital invested by funds: $5.91B → $6.91B (+$1.01B)

4.68% more ownership

Funds ownership: 54.07%58.75% (+4.7%)

4% less funds holding

Funds holding: 729698 (-31)

8% less funds holding in top 10

Funds holding in top 10: 5248 (-4)

12% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 295

30% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 77

Holders
698
Holders Change
-31
Holders Change %
-4.25%
% of All Funds
10.02%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.69%
New
54
Increased
261
Reduced
295
Closed
77
Calls
$685K
Puts
$375K
Net Calls
+$310K
Net Calls Change
-$612K
Name Holding Trade Value Shares
Change
Change in
Stake
EW
51
Evoke Wealth
California
$21.5M +$20.3M +416,742 +2,214%
FC
52
Financial Consulate
Maryland
$21.2M +$1.12M +23,093 +6%
PMG
53
ProVise Management Group
Florida
$20.6M -$246K -5,053 -1%
Creative Planning
54
Creative Planning
Kansas
$19.6M -$1.17M -24,044 -6%
Franklin Resources
55
Franklin Resources
California
$19.4M -$32.5M -668,375 -63%
FW
56
Fairway Wealth
Ohio
$19.4M +$33.5M +687,353 +178%
AC
57
Apella Capital
Connecticut
$18.9M +$458K +9,399 +3%
TFCP
58
Twin Focus Capital Partners
Massachusetts
$18.9M +$27.8K +570 +0.1%
BWM
59
Brickley Wealth Management
California
$18.5M +$125K +2,571 +0.7%
SIM
60
Stratos Investment Management
Ohio
$18M +$2.68M +54,958 +18%
Osaic Holdings
61
Osaic Holdings
Arizona
$16.6M -$5.41M -111,087 -25%
PGA
62
Portland Global Advisors
Maine
$16.5M +$125K +2,558 +0.8%
FMII
63
Farmers & Merchants Investments Inc
Nebraska
$16.4M -$334K -6,868 -2%
Stifel Financial
64
Stifel Financial
Missouri
$16.3M -$9.24M -189,657 -36%
MD
65
Money Design
Japan
$15.4M +$1.94M +39,878 +15%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$15.1M -$2.14M -43,902 -13%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$14.9M -$2.38M -48,851 -14%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$14.8M -$3.35M -68,813 -19%
AWS
69
Atria Wealth Solutions
New York
$13.5M +$196K +4,020 +1%
PP
70
Prosperity Planning
Missouri
$13.2M -$12.7M -260,115 Closed
BFG
71
Baron Financial Group
New Jersey
$13.2M -$466K -9,570 -3%
VST
72
Van Strum & Towne
California
$13.2M -$101K -2,075 -0.8%
ANTB
73
AMG National Trust Bank
Colorado
$12.9M +$284K +5,831 +2%
NWM
74
Northwest Wealth Management
Iowa
$12.5M +$1.82M +37,475 +17%
DRS
75
Deane Retirement Strategies
Louisiana
$12.4M -$4.63K -95 -0%