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Vanguard Short-Term Inflation-Protected Securities Index Fund
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Overview Fund Activity

711 hedge funds and large institutions have $5.83B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 232 increasing their positions, 331 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
-45
Holders Change %
-5.95%
% of All Funds
10.31%
Holding in Top 10
56
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.85%
% of All Funds
0.81%
New
50
Increased
232
Reduced
331
Closed
84
Calls
$1.28M
Puts
$72K
Net Calls
+$1.21M
Net Calls Change
+$227K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$378M
2
SW
Simplicity Wealth
New Jersey
$31.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$38.5M
4
EW
Evoke Wealth
California
$19.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$25.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$200M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$358M
3
Betterment LLC
Betterment LLC
New York
$160M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$22.5M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
126
New York Life Investment Management
New York
$7.42M +$7.09M +148,100 +2,191%
BFO
127
Boston Family Office
Massachusetts
$7.41M -$127K -2,656 -2%
GLLW
128
Graves Light Lenhart Wealth
Virginia
$7.3M -$38.5K -803 -0.5%
CCM
129
Colorado Capital Management
Colorado
$7.28M +$126K +2,627 +2%
DWP
130
Destiny Wealth Partners
Florida
$7.15M -$719K -15,014 -9%
RBC
131
Roble Belko & Company
Pennsylvania
$7.14M -$475K -9,926 -6%
TFP
132
TrueWealth Financial Partners
Washington
$6.96M +$184K +3,842 +3%
KBFS
133
Kohmann Bosshard Financial Services
Ohio
$6.94M -$1.91M -39,787 -22%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$6.93M -$36K -752 -0.5%
MFG
135
Magnus Financial Group
New York
$6.86M +$392K +8,175 +6%
WGCA
136
Wolf Group Capital Advisors
Virginia
$6.75M – – –
TCCM
137
Timber Creek Capital Management
Massachusetts
$6.52M -$75.8K -1,583 -1%
GCA
138
Gradient Capital Advisors
California
$6.51M +$324K +6,761 +5%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$6.46M -$209K -4,358 -3%
AIP
140
Almanack Investment Partners
Pennsylvania
$6.29M +$4.34M +90,638 +223%
CCA
141
Clarity Capital Advisors
Florida
$6.27M -$1.92K -40 -0%
SFG
142
Sovereign Financial Group
Connecticut
$6.25M -$70.4K -1,470 -1%
BS
143
Banco Santander
Spain
$6.24M – – –
NRW
144
Nova R Wealth
Kansas
$6.23M +$537K +11,216 +9%
US Bancorp
145
US Bancorp
Minnesota
$6.18M -$359K -7,500 -5%
PFM
146
Phillips Financial Management
Indiana
$6.16M +$87.9K +1,836 +1%
SPIA
147
Steward Partners Investment Advisory
New York
$6.13M +$2.65M +55,409 +76%
BCM
148
Brookstone Capital Management
Illinois
$6.12M +$409K +8,541 +7%
FT
149
Fiduciary Trust
Massachusetts
$6.12M -$515K -10,762 -8%
NRWA
150
North Ridge Wealth Advisors
Oregon
$6.05M +$447K +9,329 +8%
4 5
6
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