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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
FC
76
Financial Consulate
Maryland
$18.1M +$576K +12,236 +3%
PMG
77
ProVise Management Group
Florida
$18.1M -$47.9K -1,017 -0.3%
BWM
78
Brickley Wealth Management
California
$17.1M +$2M +42,431 +13%
GLLW
79
Graves Light Lenhart Wealth
Virginia
$17M +$861K +18,282 +5%
VST
80
Van Strum & Towne
California
$16.3M -$1.04M -22,159 -6%
WANY
81
Wealthspire Advisors (New York)
New York
$16.3M -$226K -4,791 -1%
CC
82
Cypress Capital
Tennessee
$16.3M +$706K +15,000 +5%
EGWAG
83
Elwood & Goetz Wealth Advisory Group
Georgia
$16M -$14.9M -315,804 -49%
EW
84
Evoke Wealth
California
$15.6M +$5.83M +123,800 +61%
EWM
85
Executive Wealth Management
Michigan
$15.4M -$3.07M -65,191 -17%
BFG
86
Baron Financial Group
New Jersey
$15.3M -$563K -11,960 -4%
Truist Financial
87
Truist Financial
North Carolina
$15.2M -$510K -10,838 -3%
Cerity Partners
88
Cerity Partners
New York
$14.9M +$12.5M +265,196 +572%
PPW
89
Pasadena Private Wealth
California
$14.6M +$14.1M +298,936 +4,480%
AWS
90
Atria Wealth Solutions
New York
$14.5M -$4.49M -95,408 -24%
FSC
91
Full Sail Capital
Oklahoma
$14.3M +$445K +9,461 +3%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$14.1M -$166M -3,534,744 -92%
FFN
93
Focus Financial Network
Minnesota
$14.1M +$13.9M +295,292 New
PGA
94
Portland Global Advisors
Maine
$13.9M +$668K +14,190 +5%
SP
95
Symmetry Partners
Connecticut
$13.7M +$13.5M +286,626 New
AWA
96
Alaska Wealth Advisors
Alaska
$13.6M +$4.78M +101,421 +55%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$13.2M +$1.55M +33,001 +14%
WCM
98
Wavelength Capital Management
Connecticut
$12.7M -$14.1K -300 -0.1%
CCG
99
Chatham Capital Group
Georgia
$12.6M -$471 -10 -0%
Mariner
100
Mariner
Kansas
$12.4M -$772K -16,389 -6%