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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
CWM
76
Chemistry Wealth Management
New York
$11.9M +$270K +5,540 +2%
TCOV
77
Trust Company of Vermont
Vermont
$11.9M -$77.2K -1,585 -0.7%
ERIM
78
Eagle Ridge Investment Management
Connecticut
$11.7M +$904K +18,570 +8%
BEW
79
Burton Enright Welch
California
$11.7M +$670K +13,764 +6%
AA
80
Atmos Advisory
Pennsylvania
$11.3M +$452K +9,286 +4%
WIC
81
Whitegate Investment Counselors
New Hampshire
$11.2M +$266K +5,467 +2%
SFM
82
Signet Financial Management
New Jersey
$11.2M +$10.2M +208,489 +1,180%
SC
83
Swan Capital
Florida
$11.1M +$5.15M +105,829 +89%
AWA
84
Alaska Wealth Advisors
Alaska
$11.1M -$159K -3,269 -1%
LA
85
Lifeworks Advisors
Michigan
$11.1M +$1.73M +35,547 +19%
EWM
86
Executive Wealth Management
Michigan
$10.9M +$10.8M +221,548 New
LL
87
LPWM LLC
Minnesota
$10.6M +$536K +11,009 +5%
JTWM
88
Jackson Thornton Wealth Management
Alabama
$10.5M +$4.63M +95,157 +80%
EB
89
Emprise Bank
Kansas
$10.5M +$2.17M +44,661 +27%
Mariner
90
Mariner
Kansas
$10.3M -$1.41M -28,981 -12%
RGC
91
Roberts, Glore & Co
Illinois
$10.3M +$807K +16,575 +9%
Truist Financial
92
Truist Financial
North Carolina
$10.1M -$907K -18,632 -8%
BFO
93
Boston Family Office
Massachusetts
$10M +$242K +4,971 +3%
TFG
94
Tilson Financial Group
New Jersey
$9.91M +$9.79M +201,056 New
SW
95
SoFi Wealth
California
$9.68M +$985K +20,220 +11%
RJA
96
Raymond James & Associates
Florida
$9.66M -$4.2M -86,148 -31%
RBC
97
Roble Belko & Company
Pennsylvania
$9.63M +$336K +6,904 +4%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.5M -$301K -6,184 -3%
ASN
99
Advisory Services Network
Georgia
$9.25M
TFP
100
TrueWealth Financial Partners
Washington
$9.11M +$1.23M +25,282 +16%