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Vanguard Short-Term Inflation-Protected Securities Index Fund

115 hedge funds and large institutions have $598M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

49% more capital invested

Capital invested by funds: $401M → $598M (+$197M)

14% more funds holding

Funds holding: 101115 (+14)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
3.07%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.29%
New
24
Increased
47
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
76
Garde Capital
Washington
$560K +$570K +11,599 New
LC
77
Lourd Capital
California
$524K
AL
78
Aspiriant LLC
California
$509K
Citadel Advisors
79
Citadel Advisors
Florida
$488K +$498K +10,116 New
FFIC
80
First Fiduciary Investment Counsel
Ohio
$474K -$220K -4,470 -31%
FIB
81
First Interstate Bank
Montana
$465K
CWM
82
Cabot Wealth Management
Massachusetts
$452K -$311K -6,323 -40%
SG
83
Somerset Group
Minnesota
$424K -$49.2K -1,000 -10%
CS
84
Credit Suisse
Switzerland
$413K +$89.8K +1,825 +27%
MFS
85
MSI Financial Services
Massachusetts
$395K -$33.5K -682 -8%
IH
86
IFC Holdings
Florida
$395K -$24.4K -497 -6%
GAM
87
Gould Asset Management
California
$364K +$22.6K +460 +6%
M&T Bank
88
M&T Bank
New York
$357K +$21.5K +437 +6%
FAAS
89
First Allied Advisory Services
California
$351K -$78.8K -1,602 -18%
ZF
90
Zhang Financial
Michigan
$327K -$9.94K -202 -3%
SJIC
91
St. James Investment Company
Texas
$304K -$12.3K -250 -4%
CNBT
92
Canandaigua National Bank & Trust
New York
$271K
MC
93
Mathes Company
New York
$270K
CBU
94
CIBC Bank USA
Illinois
$263K +$3.59K +73 +1%
WB
95
Webster Bank
Connecticut
$241K -$73.8K -1,500 -23%
LA
96
LVW Advisors
New York
$227K +$231K +4,700 New
CWM
97
Cranbrook Wealth Management
Michigan
$225K +$1.18K +24 +0.5%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$150K
AIG
99
American International Group
New York
$103K +$1.97K +40 +2%
NPC
100
National Planning Corporation
California
$97.2K +$99.1K +2,015 New